Attract the high-net-worth clients who search before they refer.
An editorial, credibility-forward site that showcases your planning expertise and attracts affluent clients who expect more than a generic accountant's website.
Sound familiar?
- Pain 01
No web presence that matches the calibre of client you want
- Pain 02
Estate, trust, and high-net-worth tax work going to bigger advisory brands
- Pain 03
Affluent prospects can't assess your expertise before a referral conversation
- Pain 04
Enquiries arrive for basic tax prep when you're a planning specialist
What you get — specifically.
Planning authority pages
Detailed pages on estate and trust planning, high-net-worth tax strategy, and business-owner exit planning — showing depth before a prospect or referrer ever calls.
Premium positioning that filters enquiries
Copy and structure that clearly signal your specialism, client profile, and minimum engagement — so your inbox fills with the right-fit, high-value enquiries.
Niche authority content
Articles and FAQ content on the planning questions affluent clients actually search, ranking you for high-intent, low-competition terms.
Discretion & credential trust signals
Credentials, fiduciary standards, and a discreet, considered presentation that reassures high-net-worth clients before the first conversation.
All-in-One Website Refresh for wealth & tax advisers.
The flagship refresh, tuned with the integrations, schema, and copywriting that actually matter for wealth, estate & tax planning.
- 01Everything in the Growth Firm Site
- 02Custom design system built around your firm brand from scratch
- 03Up to 25 core pages
- 04500+ programmatic city × service landing pages
- 05Custom AI service assistant trained on your full fee & services library
- 06Built-in mini-CRM to track enquiries and follow-ups
- 07Multi-office architecture (a page per office, each with its own GBP)
- 08Custom integrations with your practice management, CRM, or booking system
- 09Custom photography direction + shoot plan for your office & team
- 10Senior conversion copywriter
- 113 rounds of changes
- 12Priority support throughout build
- 132-hour training + 30 days of email support
We've shipped this work before.
“We niched hard into estate and high-net-worth tax planning. The site explains what we do in under ten seconds. The right clients find us, read it, and book. The wrong ones go elsewhere — that's a win too.
“The team understood the difference between commodity tax prep and advisory work before I had to explain it. That meant we didn't waste each other's time.
Questions specific to your industry.
Get your firm found.
Then grow it.
Pick a package, hit checkout, or book a 15-minute call if you'd rather have a human walk you through the scope. Either way, we'll be writing copy by next week.