The wealth management industry was built on discretion. For decades, that was enough.
It no longer is.
I help family offices regain control of their digital presence in a strategic manner, without compromising the discretion that defines them.
The industry was built on referrals and relationships. That model still matters. But a generation of digital-native inheritors is already searching online for advisors who align with their values. If your firm is not visible at that moment, someone else will be.
« “81 % of heirs plan to leave their parents’ financial advisor within two years of inheriting” »
$124 trillion is set to move from baby boomers to the next generation by 2048. This is not a distant forecast. It is already underway.
The next generation of heirs is not a continuation of the last. They grew up in a digital environment. They assess credibility differently, form opinions independently, and expect clarity before engagement.
She assesses credibility differently, forms her own opinions, and seeks clarity before making any commitment. She no longer relies solely on referrals. She researches, compares, and verifies information online.
And most importantly.
If your firm isn’t visible or easy to understand at that point, it’s ruled out before the conversation even begins.
Three Essential Pillars
Aligned Reputation
Your digital presence should reflect your institutional identity. I ensure that your online presence aligns with your positioning, your values, and your standards.
Generational Transition
The next generation won’t accept relationships at face value. I tailor your communication to the way they assess credibility, make decisions, and choose their advisors.
Strategic Visibility
The goal isn’t to be more visible, but to be understood correctly by the right people. We determine where, how, and to what extent you should have an online presence without compromising the discretion that defines you.
Nicole Booth
I grew up in Monaco, where I understood early that money is a tool — for autonomy, for impact, for shaping the world. That belief took me through 15+ years across finance, impact investing, and digital marketing, working with financial institutions and high-net-worth organisations across Europe and beyond.
I founded Rise Digital because I kept seeing the same gap: firms with genuine expertise, strong values, and long-standing relationships built on trust—yet they were nowhere to be found when it mattered most. I bring a dual expertise in finance and digital technology to every project, along with a deep understanding of the UHNWI market.
Over 15 years of experience in finance, impact investing, and digital marketing
Career in banking and asset management, London
5 years in microfinance and impact investing
Founder, Rise Digital
Board Member, PWN French Riviera
What our clients say
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![victor escoffier - valor alpha]()
« The proposed strategies were tailored to our needs and budget. Communication was fluid, and information-sharing tools facilitated our collaboration. »
Victor Escoffier (Valor Alpha)
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![Nicolas Delorme NEOFA]()
« Nicole possesses in-depth expertise in digital marketing, combined with a thorough understanding of the finance industry. I highly recommend her. »
Nicolas Delorme (NEOFA)
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![Muriel Penoty]()
« Nicole is passionate about the world of digital marketing, and an expert in the fields of luxury and finance. »
Muriel Penoty (Relevance)
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![Claudia Schalkx bridge2more]()
« Digital marketing that targets affluent clients is a niche area of expertise, with very few agencies specialising in this field. Nicole offers know-how and experience that meets the specific needs of clients seeking results. »
Claudia Schalkx (Bridge2more)
Is the value of your firm understood by Next-Gen decision-makers ?
If you run a family office or a wealth management firm and are wondering how your organization is perceived today—and by whom—let’s talk. Let’s start with a confidential discussion to assess whether we can be of assistance.
Confidential — no obligation.