The client was a new multi-family office serving a select group of families and providing access to alternative investments and outsourced CIO services.
Challenge
As a new firm, the multi-family office needed end-to-end support - from branding to infrastructure and compliance - to launch as an investor-ready platform within a short timeframe.
Marble’s Roll
We partnered with them from inception, providing branding, marketing, investor relations, events, website, videos, and capital formation services to successfully launch the firm.
Results
The multi-family office rapidly onboarded client families and assets under management, ultimately leading to an acquisition by another large multi-family office.
"It was incredibly fulfilling to be involved at all stages of this firm's journey - from those critical early branding and messaging decisions to supporting their asset raising and exit. Their success highlights the power of our comprehensive service model."
