Professional services · TePublico.NET

Web design for family office consultancies

A first meeting turns on two questions nobody asks aloud: from what level is this worthwhile, and who actually manages the money.

People looking for a firm rarely compare prices: they are looking for someone to hand a problem to. The site has less selling to do than reassuring — clear areas of practice, real cases, and a first appointment that takes two clicks, not a phone call at ten in the morning.

Fees are the question nobody asks out loud. Explaining how you bill and what a first consultation costs loses the enquiries that were never going to convert, and wins the ones that arrive already prepared.

Most first contact arrives in writing and is judged on how fast the reply comes: a same-day answer beats a better CV. Saying who reads the message and how long you take converts more than another page of qualifications.

The first meeting is the step people hesitate over: whether it costs anything, how long it lasts, what to bring and whether it commits them to anything. Answered on the page, it turns a browse into a booked appointment.

Nobody dares ask at a first meeting what level of wealth makes this worthwhile. Naming a threshold honestly — and saying what suits better below it, private banking or straightforward advice — saves meetings on both sides and attracts the families that fit.

Managing the money and coordinating those who manage it are two different trades, constantly confused. Discretionary management, selecting and supervising external managers, or consolidation and oversight only: saying which applies, and how each is charged, prevents a conversation at cross purposes.

Succession is where a family is won or lost as a client. A family charter, a family council, who joins the business and who does not, what to do with an heir who wants no part, and how a twenty-year-old is prepared for it is what decides whether the family stays.

Say who else sits at the table. Whether tax, legal and property advice are in house or coordinated, who talks to the auditors and how conflicts between family branches are handled is what a principal is really assessing at that first meeting.

No filler features: we prioritise what actually brings you customers in your family office consultancy — online enquiries and consultations, services and approach and proposals and follow-up — and put it one click away. A straight-to-the-point website converts more than one full of decoration.

No recycled templates: we start from your brand, your colours and your photos to create a unique website for your family office consultancy, responsive and lightning-fast. And we leave it ready for you to edit without any technical know-how.

An invisible website is useless. We work the local SEO of your family office consultancy — copy, speed, Google Business Profile and reviews — so you appear right when a customer in your city needs you. And with Google Ads, from day one too.

In brief: web design for family office consultancies

  • We write the copy after a conversation about your work — an hour of your time, and it is the part that sells.
  • A privacy policy and a cookie notice that loads only what is needed are part of the job, not of your to-do list.
  • Domain and hosting are stated upfront; everything else is optional and you decide who handles it.
  • You change texts, prices and photos yourself from a simple panel, with no technical know-how.

⚙️ Not just a website, a tool

You own it and you run it. Texts, prices and photos change from a panel, without depending on anyone and without waiting.

What your website includes

Who actually manages the money

In house, outsourced, or a bit of both, and who chooses.

Single family, or several

What changes when the office serves more than one.

Governance, written down

The constitution, the meetings and how decisions get made.

The next generation

Preparing people who did not build it, before they inherit it.

Property, art and the things without a price

The assets that need managing and never appear on a statement.

Who here is independent

Conflicts, and how advice is kept separate from selling.

How we work with family office consultancies, step by step

  1. 1

    We look at your business

    We go through the sites ranking above you and work out where they are weak.

  2. 2

    Structure and content

    We give each service its own page, so it can be found on its own terms.

  3. 3

    Design and build

    We build it fast and mobile-first, with your brand and a clear route to contact.

  4. 4

    Launch and Google

    We submit the site to Google and check a few days later what is actually indexed.

  5. 5

    Handed over working

    We stay reachable by the same channel your customers use, so a fix takes minutes and not a ticket.

Frequently asked questions about web design for family office consultancies

Should the threshold be stated? +

It is the question nobody asks and everybody has. Being explicit about the level at which a family office makes sense prevents a series of meetings that were never going to lead anywhere.

Is independence the main selling point? +

It is the one that matters. Explaining who is paid by whom, and that no product is being sold, addresses the suspicion that follows every conversation about managing a family's money.

Does governance belong on the page? +

It is what distinguishes this from wealth management. Constitutions, family meetings and how a decision gets made is the work, and the investment side is the part clients assume.

Should the next generation be addressed? +

It is the reason most of these engagements begin. Preparing people who did not build the wealth, before they inherit it, is a service families search for quietly and rarely find described.

How long does a site like ours take? +

Four to six weeks in practice, and the slow part is never the build — it is getting the case descriptions and the team photographs out of the office.

Can we keep our current domain and email? +

Yes, and they stay in your name. Email is moved first and checked, then the site is switched over, so nothing goes dark in between.

Do we have to show our regulator and insurance? +

Registration number, professional indemnity and the complaints route are required — and they happen to reassure.

Does the site need a cookie banner? +

Only if it loads more than it needs to. We build without trackers and without fonts pulled from someone else's server, which removes the banner — and nobody has to dismiss a box before reading what you charge.

And the privacy policy? +

It is part of the job, along with a cookie notice that loads only what is needed. We set both up rather than leaving them on your desk.

Who writes the texts if my English is not perfect? +

We do, and then you read them aloud. If a sentence does not sound like you, it does not stay — the site has to survive a customer quoting it back.

How many revisions are included? +

Two rounds before launch, and the small fixes afterwards without counting. What is not included is redesigning it twice, and we say so before starting.

Can you keep my current domain? +

Yes, and we prefer it. Losing a domain that has been printed on vans and business cards costs more than any redesign gains.

Much more than a website

Not just your website. Your CRM so no enquiry slips away.

Every enquiry that comes through the website lands in your panel with follow-up, and you turn it into a client.

Customer CRM

Every contact that comes through your website lands in your panel, with follow-up and notes. Nothing gets lost.

Bookings & appointments

Online diary with automatic reminders. Your customers book themselves, you see your calendar fill up.

Email marketing

Your own campaigns and lists to build loyalty and sell again, with no paid external tools.

AI assistant

A smart chat serves and captures customers on your website 24/7, and passes the interested ones to your CRM.

Clear analytics

How many visit you and where they come from, with no jargon or annoying cookies. Decisions backed by data.

All under your brand, in one place.

I want my panel
Real projects

Sites of ours that are already up and running

Out of respect for our clients we show each project by its sector and city, with no names.

See the full portfolio →

Ready for a website that works?

Tell us about your family office consultancy and we'll prepare a no-obligation quote.

We reply within 24 hours · No obligation

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