Socha Capital

Define the vision, messaging and position for a start up financial services firm.

Result: Scaled to $4B assets under management in under 5 years.

Work Highlights:

Defined the brand strategy for Ultra High Net Worth families, outlining family office services as a differentiator and setting the course to scale quickly — landing #627 on Inc. 5000 Fastest Growing Companies List.
Developed “The Freedom Threshold” — documenting the Founder’s personal advisory process as a proprietary system that could be taught and applied by all advisors in the firm.
Outlined the visual identity of the brand and led an outside agency to redesign the website, then leveraged those assets to align client documents — from contracts to proposals — with the brand.
Hosted bi-annual leadership training and the annual top performer’s reward trip combining leadership development with unique outdoor adventure experiences to instill growth mindset and teamwork.