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Case studies / Brand identity · Merger · Wealth management

Prospera

Brand strategy and identity for Prospera Succession Partners, the merger of two family wealth management groups, built on legacy, integrity and wisdom.

Client
Prospera Succession Partners
Industry
Wealth management · Financial services
Scope
Brand strategy, brand messaging, naming, logo design, visual identity
Prospera Succession Partners logo and brand symbols on purple, by Sagi&Co.

The business problem: two family wealth groups merged into one, and the new firm had to carry both legacies and earn client trust from day one.

01 · The challenge

Create one new brand for the merger of two wealth management groups.

Two family groups, each with its own history and clients, needed a single brand that both could stand behind. In wealth management, a merger can unsettle the clients it is meant to serve; the new brand had to reassure them, not confuse them.

02 · The insight

Legacy is the product.

In wealth management, clients buy continuity. The brand had to show that the legacy of each family shapes every decision, with integrity as the cornerstone and wisdom guiding the path to wealth.

03 · The solution

Encapsulate family, integrity and wisdom in one brand.

We first refined the brand message for authenticity and impact, built around values that carry across generations: Our Partners. Our Family. Our Values.

Prospera logo mark framing a grandfather and grandson, expressing family legacy
Prospera logo mark framing a grandfather and grandson, expressing family legacy
04 · The work

Every pixel, every word, every interaction crafted to honour heritage.

A new name, logo and visual identity designed to honour the heritage of both groups and inspire future legacies.

Prospera brand colour palette with logo mark
Prospera brand colour palette with logo mark
05 · The outcome

A stronger brand presence and a strong market footprint.

The rebrand gave the merged group a stronger presence in the market and a strong footprint from launch, with one brand that clients and partners of both families could recognise as their own.

Prospera brand campaign billboard: Our Partners. Our Family. Our Values.
Prospera brand campaign billboard: Our Partners. Our Family. Our Values.

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