Fishman Block + Diamond

Fishman, Block + Diamond is one of the top independent full-service accounting and advisory firms in the U.S. specializing in real estate, multi-generational wealth transfer planning, family offices, and business management services for high-net-worth clients. 

Challenge:  This was an over forty-year-old legacy firm in need of brand refresh. In the competitive sea of CPA and accounting firms, we were to reposition FB+D as the premier choice firm based upon their high-net worth client expertise, high-level technology and security, ability to build longstanding trusted generational relationships, and their national recognition. A secondary objective to enhance their recruitment efforts.

Solution:  We performed a detailed analysis of their brand, the competitive marketplace, web analysis and recommended steps for improvement including a strategic positioning plan for a rebrand, new style guide and identity, updated website content and design and a series of videos keying in on their top areas of differentiation. We created a tagline, “Crafting Strategies. Creating Legacies.” to highlight their strategic advisement and generational wealth client services.”

Results: After the brand redevelopment, video production and website launch, within one month, the firm was engaged in negotiations and merged with a global financial advisory company reporting over $86 billion in assets.