Rebranding a heritage wealth manager for the next generation.
The friction before the breakthrough.
With the great wealth transfer underway, Kestrel & Co was struggling to engage heirs and tech founders accustomed to modern digital banking experiences.
Their visual identity felt archaic and their organic content failed to answer modern wealth preservation and tax structuring questions.
How we got there.
Editorial publication design
Created 'The Kestrel Journal', a quarterly digital magazine exploring generational wealth, art collecting, and ESG investing.
Next-gen wealth studies
Conducted proprietary research into founder liquidity events, earning primary citations across Bloomberg and Financial Times.
Private client portal overhaul
Designed a clean, minimalist portfolio management interface emphasizing transparency, real-time risk, and direct advisor chat.
Executive video profiles
Filmed cinematic documentary portraits of partner families discussing stewardship and philanthropy.
Numbers that moved the business.
Verified Growth Takeaways
Attracted $3.1B in net new assets under management from founder cohorts
Achieved 165% increase in inbound inquiries from heirs aged 25-45
Named Best Private Bank Brand Refresh at the 2026 European Wealth Awards
A closer look.
Private Wealth Editorial Design
High-Net-Worth Portfolio Dashboard
Financial Media Authority Placements