WebDesign | Financial Services Firm - Risk Mitigation
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This customer received 59 web designs from 8 designers. They chose this web design from SAC-D as the winning design.
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Web Design Brief
We are a professional services consulting firm that specializes in high net worth individuals over $25,000,000, executives C-suite and above, closely held businesses owners, family offices and highly compensated employees.
Our focus is on risk mitigation and tax efficient strategies. Our clients take their risk on themselves and have a proven track record generating wealth. Our directive is to preserve and protect the wealth they’ve already created.
Our company Sentinel Strategies is geared around five directives of asset protection:
1) Legal Structuring
2) Leverage & Financing
3) Risk Management - Asset Protection & Insurance, Trustee Work
4) Asset Management & Investing - Under www.prmnorthwest.com
5) Tax Efficient Strategies
Our Company Mark is a Pentagon with a key in the middle. A pentagon is the most efficient defensive structure. Each point of a pentagon is equal distance front every point . Each side provides support to another and works together, which is the key to our clients success.
Our key colors are blue, black and silver.
We ‘re located in the Pacific Northwest with bi coastal and international clients. We have fewer, higher net worth clients and provide exceptional customer service. We do not do social media.
We'll need the following pages:
-Front Landing Page.
Front page has to have link to ssmanage.sharefile.com for logging into secure site.
- Contact & About Us Page
- Our Team Page
- Five Sides of Wealth Management
> Legal & Business Structuring
> Leverage & Financing
> Risk Management & Asset Protection.
> Asset Management and Investing - Will link to PRM (won't be turned on for a few months)
> Tax Efficient Strategies.
Industry/Entity Type
Financial Service
Coding
Coded - Design and coding required
Number of Pages Required
5+ page
Font styles to use
Colors
Colors selected by the customer to be used in the logo design:
Look and feel
Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.
Elegant
Bold
Playful
Serious
Traditional
Modern
Personable
Professional
Feminine
Masculine
Colorful
Conservative
Economical
Upmarket
Requirements
Must have
- Our key colors are blue, black and silver.
We ‘re located in the Pacific Northwest with bi coastal and international clients. We have fewer, higher net worth clients and provide exceptional customer service. We do not do social media.
We'll need the following pages:
-Front Landing Page.
Front page has to have link to ssmanage.sharefile.com for logging into secure site.
- Contact & About Us Page
- Our Team Page
- Five Sides of Wealth Management
> Legal & Business Structuring
> Leverage & Financing
> Risk Management & Asset Protection.
> Asset Management and Investing - Will link to PRM (won't be turned on for a few months)
> Tax Efficient Strategies.
Nice to have
- I have attached images that have been purchased for use on the webpage. Us or not.
location page: 310 N State St, Suite 206, Lake Oswego, OR 97035
Should not have
- lots of color.