We spent 100+ hours researching your firm, your market positioning, your competitors, and your digital presence. Then we built the growth system that is missing.
Book Your Free Strategy Call7 critical gaps in your digital presence. Each one is fixable. Each one compounds when fixed. From your missing content strategy to the invisible trust architecture.
5 unique positioning angles built around your founders' $50B+ track record, the UHNW gap in digital, the next-gen inheritor opportunity, and your Wall Street pedigree.
5 ready-to-deploy LinkedIn ad scripts targeting post-exit founders, family office decision-makers, and UHNW inheritors. Your credibility as the hook.
A 10-12 minute Video Sales Letter outline. 9 sections from hook to CTA. Built around the $50B+ combined experience and the next-generation multi-family office positioning.
5-stage funnel from LinkedIn thought leadership and exclusive events through landing page, nurture sequence, and consultation booking. Designed for UHNW acquisition.
"The 2026 Alternative Investment Outlook for Ultra-High-Net-Worth Families." A gated whitepaper that positions your founders as the authority and captures prospect intent.
Every new client comes through personal networks and referrals. That works at launch. But it creates a growth ceiling. You cannot control the volume or timing of UHNW prospect conversations when your only channel is who-knows-who.
Your Wix site is presentable but has no lead magnet, no gated content, no newsletter signup, no consultation booking. A UHNW prospect visits, reads about the firm, and leaves. There is no mechanism to capture their intent.
Three founders with 90 combined years of experience. $50B+ in alternative investments managed. York Capital. Atalaya. TAG Associates. Goldman Sachs. And none of that expertise is being published. No blog. No LinkedIn articles. No video. No podcast.
No Instagram. No Twitter/X. No YouTube. LinkedIn company page exists but with minimal content. Next-gen inheritors - the people who will control trillions in transferred wealth - consume content across these platforms. The firm is invisible to them.
LinkedIn Ads targeting post-exit founders, CFOs, and family office decision-makers is the most direct path to UHNW conversations. You are not running campaigns on any platform. Your competitors who are get the meetings first.
You are 6 months old. No case studies. No client testimonials. No published track record. Your advisory board - Swieca, Brice, Fischer - are powerful credibility signals. But they are buried in a single PR release. Not prominently featured where prospects look.
Top wealth management firms host exclusive roundtables, market outlook dinners, and invite-only webinars. These are high-trust, low-friction entry points for UHNW prospects. Collaborative Capital has none. In a relationship-driven business, events are the bridge between digital and in-person trust.
"Three executives who managed $50B+ in alternatives at York Capital, Atalaya, TAG Associates, and Goldman Sachs. Now they are building something for families who want a real partner, not a product." Targets UHNW families frustrated with impersonal wirehouses. Emotional driver: trust in proven operators.
"$84 trillion is transferring to the next generation. Most wealth managers are not built for what comes next. Collaborative Capital is." Targets inheritors and families planning succession. Emotional driver: fear of losing what was built.
"The best alternative investments are not available to most families. They require relationships that take decades to build. Our founders spent 30 years building them." Targets UHNW families seeking exclusive deal flow. Emotional driver: exclusivity and access.
"You do not need another wealth manager. You need a family office that works exclusively for you. No proprietary products. No conflicts. No minimums that treat you like a number." Targets families leaving Goldman, Morgan Stanley, UBS. Emotional driver: alignment and personalization.
"When the co-founders of Highbridge Capital, CarVal Investors, and Basso Capital back a new firm, it says something. The people who built the industry's most successful funds chose Collaborative Capital." Targets sophisticated investors who understand signal value. Emotional driver: social proof from peers.
Hook: "What happens when three executives who managed $50 billion in alternatives decide to build something different?" Full credibility arc. Ends with whitepaper download CTA.
Hook: "$84 trillion is changing hands. Is your wealth manager built for what comes next?" Targets next-gen inheritors. Drives to consultation booking.
Hook: "Most families will never see the best alternative investments. Not because they cannot afford them. Because they do not have the relationships." Short, punchy, exclusivity-driven.
Hook: "You are paying 1% for a portfolio you could build on Vanguard. Your wealth manager knows it. You know it." Targets wirehouse refugees. Positions CCA as the alternative.
Hook: "Henry Swieca built Highbridge Capital into a $35B firm. John Brice co-founded CarVal. They both backed this." Credibility-by-association. Sophisticated audience. Consultation CTA.
"Three executives. $50 billion in combined alternative investment experience. York Capital. Atalaya. TAG Associates. Goldman Sachs. They left to build something that did not exist yet."
Why traditional wealth management is broken for UHNW families. Wirehouses pushing proprietary products. Cookie-cutter portfolios. No real access to alternatives. Advisors who manage 200 clients and know none of them.
Nathan at York and Atalaya. Jonathan at TAG Associates. Charles at Mobilize. What they saw from inside the machine. Why they left to build Collaborative Capital.
What Collaborative Capital actually is. Technology-forward MFO. Proprietary deal flow. Tax and estate integration. Philanthropy advisory. Family office services without building your own.
$50B+ combined track record. Advisory board names. SEC registration. Institutional-grade infrastructure from day one. Backed by the builders of Highbridge, CarVal, and Basso.
What the engagement looks like. Discovery call. Portfolio review. Custom strategy. Ongoing family office services. Investment framing: the cost of staying with a wirehouse vs. a dedicated MFO.
"New firm" (90 years combined experience). "Already have an advisor" (when did they last show you a deal no one else saw?). "Too small for MFO" ($25M minimum, not $100M+).
12 months from now. A dedicated team that knows your family. Access to investments your current advisor cannot source. Tax strategy that saves more than the fee. Estate plan that protects three generations.
"If this resonates, click below and book a 30-minute discovery conversation. No commitment. No sales pressure. Just a direct conversation with our team about whether we are the right fit."
LinkedIn thought leadership (founders publishing weekly). LinkedIn Ads targeting post-exit founders, UHNW inheritors, CFOs, and family office professionals. Exclusive quarterly market outlook events.
Landing page with VSL and founder credibility stack. Gated whitepaper ("2026 Alternative Investment Outlook"). Event registration for market outlook dinners. All traffic to one conversion hub.
6-email sequence for whitepaper downloaders. Weekly market insight newsletter. Post-event follow-up sequences. Founder-authored content that builds trust over 30-90 days.
Discovery call booking via Calendly. Portfolio review offer for qualified prospects. No friction. One click to schedule. Personal follow-up from the founders within 24 hours.
Custom proposal within 48 hours. Pre-onboarding email sequence. Exclusive content access during decision period. White-glove transition support from previous advisor.
Everything on this page is yours. If you want us to build and implement the whole system, let's talk.
Book Your Free Strategy Call