Heritage Advisors
Multi-generational wealth management firm with vintage-inspired branding that conveys trust and permanence.
Overview
Heritage Advisors has served distinguished Boston families since 1987. Their practice focuses on multi-generational wealth transfer, estate planning, and family governance.
The Challenge
The firm's reputation was sterling, but their website looked generic and modern in a way that felt disconnected from their legacy. Established families expected gravitas; new prospects couldn't sense the firm's deep history.
Our Approach
We created a vintage-inspired design using cream tones, classic serif typography, and elegant borders reminiscent of financial institutions of a bygone era. The design conveys permanence and trust.
The Results
Existing families began referring more actively - the website finally matched the reputation they'd described to friends. 12 new multi-generational families engaged in the first year.
Key Takeaways
- 1Legacy firms should embrace their history in design
- 2Vintage aesthetics convey trust and permanence
- 3Existing client referrals increase when the website matches the experience
- 4Multi-generational families appreciate timeless over trendy
“The new website perfectly captures our legacy while feeling fresh. Third-generation clients say it finally matches the service their grandparents described.”
Ready for Results Like These?
Let's discuss how we can transform your firm's online presence.
Start Your ProjectReady to Grow Your Practice?
Join hundreds of financial practices who have transformed their online presence with Advantix Advisor.
