When you’re looking at a family business with millions-plus in assets and multiple generations involved, things can get messy fast. (See: Succession.) A company at the nexus of family governance and private asset management, i3 helps families experiencing a transition, dysfunction, or crisis come to a consensus and establish a sound financial path forward.

For years, i3’s business had grown on word of mouth referrals alone. But when it came to reaching beyond that, they had trouble streamlining their messaging and articulating precisely the unique value they bring their clients. So they tapped our team to help — and then some.

Our task ran the gamut: reimagine its identity and messaging, bring the new brand to life through a full website revamp, and put it all to work in ongoing marketing efforts. To get started, our strategy team went straight to the source, interviewing their staff and clients. Those conversations helped us understand their world at an elemental level: i3 is in the business of protecting legacies and keeping families together. From that wellspring sprung forth an anthem, captivating brand design, and site architecture that facilitates user flow and comprehension. Today, we help the i3 team push beyond word-of-mouth advertising through ongoing digital and content marketing.