Overview

To support client engagement and onboarding for Abbot Downing’s ultra-high-net-worth clientele, I created a premium capabilities brochure designed to deliver a tactile, memorable brand experience. The piece served as a refined introduction to the firm’s philosophy, services, and leadership—available in both a beautifully crafted print format and a responsive HTML5 digital version.

My Role

I led the full design and production of both the physical and digital versions of the brochure, ensuring a consistent brand narrative across mediums. From layout and typography to foil stamping specifications and interactive design, every detail was crafted to reflect Abbot Downing’s sophistication and discretion.

Challenge & Opportunity

Abbot Downing needed a piece that would feel as thoughtful and bespoke as the relationships they build. The challenge was to create something that struck the right balance between luxury and approachability, while also being practical for both in-person and digital delivery. The opportunity was to elevate brand perception and give prospective clients and new members a piece they would want to keep.

Print Execution Highlights

• Custom gusseted folder with silver foil embossed magnetic closure

• Saddle-stitched brochure integrated directly into the folder

• Silver foil message printed on inside cover for a ceremonial reveal

• Personalized welcome letter from President Jim Steiner, tucked into the folder, along with a slit detail for his business card

• Premium uncoated stock and carefully chosen finishes to evoke trust, legacy, and attention to detail

Digital Execution Highlights

• Fully responsive HTML5 microsite version of the brochure

• Designed for seamless navigation with direct links to key Abbot Downing resources

• Elegant transitions, subtle motion, and interactive sections to mirror the tone and feel of the printed piece

• Optimized for tablet presentation in wealth advisor meetings and desktop for at-home review

Results & Impact

This brochure became a cornerstone asset in both new business development and client onboarding. Internally, it was praised for its craftsmanship and brand alignment; externally, it served as a tangible expression of Abbot Downing’s white-glove approach to wealth management. It was not just a brochure—it was a brand experience.