We provide Family Offices Services to Ultra-Affluent Families & Executives (Net Worth's of $50mm+). These services include Bill Pay, Bookeeping, Tax Review, Planning & Preparation, Estate Planning, Philanthropic Planning & Administration, Investment Oversight, Business Consulting, Personal Assistant Services, Facilitation of Family Meetings.... Basically, we become the CFO of our client's personal life and finances. Traditionally, this work is outsourced to many different advisors and lots of stuff falls through the cracks. We bring everything under one roof with our focus being on the needs of the select families that we serve.
We liked some of the definitions for Summit: 1) The highest point of a hill or mountain, 2) the highest level that can be attained, 3) a meeting of high-level leaders. Obviously, we want to convey that our serves are of the highest quality. However, we've also wondered about designs that convey the journey to the summit and may be more focused on the client's experience. ie, the journey, not the destination.
Some other background that might be useful is that the partners in this business are in their 30's. We want to connect with the next generation of our client families and we relate to a modern, young, tech-savvy clientele but at we also need to project a high degree of professionalism because mom and dad and grandma and grandpa will be the ones paying us for our services. Also, the work we do is often very valuable in bringing the generations together to address philanthropy, family legacy, estate planning...
For now we need a Logo, letter head, etc. but we will have other design work that we'll need done in short order and we'd love to find someone good to work with in the future.