WMI

We approached the project as a repositioning exercise rather than just a redesign. The website was rebuilt to clearly communicate WMI’s role as a trusted partner for families, emphasizing their 360° approach and their commitment to protecting, managing, and growing family wealth across generations.

Alongside the website, we developed a content and advertising system. Ads were structured to attract aligned families and generate new opportunities, while social media content was designed with a different purpose: strengthening relationships with existing clients. Instead of chasing reach, the focus was on delivering consistent, valuable insights that reinforced trust and kept WMI present in their clients’ day-to-day thinking.

The new website gave WMI a much clearer and more intentional positioning, allowing them to present themselves as more than just financial advisors. This shift helped align their external perception with the real depth of their service, improving the quality of conversations with prospective families.

On the content side, the impact was less about visibility and more about connection. Clients began engaging more with WMI outside of formal interactions, strengthening relationships and reinforcing their role as a long-term partner. Internally, this also created a more structured way to communicate insights at scale without losing the personalized feel of the service.