Much in the same way that wealth advisors counsel their clients,
we provide meaningful insight and proactive consultation
to address existing problems, prevent future issues, and identify opportunities before they become available. Our corporate clients include financial institutions, private wealth management firms, luxury brands, and other businesses that advise high net worth individuals.
Our multi-platform lifestyle management, consulting, and marketing firm creates and delivers customized programs to support client development, engagement and acquisition.
INSTITUTION & BUSINESS Services
• Custom private label concierge programs
• Corporate gifting consultation and delivery
• Experiential program development
• Lifestyle consulting expertise
• Event/Conference planning and coordination
• Sponsor and partner development
• Lifestyle content creation
• White Paper development and lifestyle trends research
INSTITUTION & BUSINESS Projects
• Partner identification for major insurance firm's loyalty program
• Developed holiday gift catalog for major credit card company's elite card member program
• Sponsor sourcing for family office conference
• Power concierge services for one of the country's most prestigious
• Strategic marketing consultation & introductions for
• Assisted bank with the development of collateral materials,
credit card design, and brochure ware for roll-out of new financial
• Planned client events for major financial institution in three different cities
• Sourced venues, catering, décor, and oversaw event production to create the ambiance and effect desired by the client.