High end, family focused wealth management firm needs a new logo
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This customer received 152 logo designs from 91 designers. They chose this logo design from indoya99 as the winning design.
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Logo Design Brief
What we do?
We help time poor business owners and professionals achieve financial freedom by taking care of all aspects of their money management. For thousands of years wealthy families have had finance professionals whose sole purpose was to look after the family and ensure their money grows. When you feel comfortable that your money is looked after and you are proceeding to plan, then you can focus your time and energies on what interests you. Whether that is building a business or spending time with your kids, KLI see it as our job to make your possibilities endless.
We are your accountant, your financial planner, your business coach, your lifestyle champion all rolled into one. Imagine the skills of a high end fancy wealth management firm with the feel of a laid back family office and you start to understand the magic of KLI.
What do we need?
We are looking for someone that can help us create an image that strikes the right balance between upmarket wealth management that people aspire too but find a way to give it a more approachable feel. Our team come from the world of fancy suits and big city offices, but have decided themselves that they want less “corporate” and more quality of life. – We practice what we preach it means
Less clients and more real personal relationships,
Family is important, and we all have our own personal pursuits
Office hours and work sites are flexible and supportive.
There is days we wear suits, there are many days we wear jeans.
Often you’ll find our directors brainstorming or tossing around ideas while sitting on the floor of the main office.
Creativity and initiative is encouraged.
Clients do sometimes just pop in for a drink or stop by because they were around and want to chat.
Competitors
Accounting firms.
Financial Planners
Boutique wealth management firms
The logo design and color scheme needs to be useable on, business cards, letterheads, reports, websites etc.
Target Market(s)
Our customers are usually 40+ with either a business or net assets above $1m, they are time poor, and may have a complex family and/or financial situation. They are looking for quality advice and assistance but don’t want to be a “number” in a big firm. They want a personal relationship with the team.
Industry/Entity Type
Financial Planning
Logo Text
KLI or KLI Group
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
- We really want something different from what we have now. The firm is growing quickly and there are lots of new inspired people. We want to appear different from the standard Wealth management firms.
Nice to have
- Existing logo is black and silver which looks lovely and upmarket but makes it hard for us to have a colour scheme for reports etc. Would be nice to see something that has a colour accent etc that we can use to blend across all documents
Should not have
- Please stay away from the standard blue every finance firm uses.