GEN Holdings approached us as they seek to embark on a new initiative that will include the issuing of a knowledge booklet that will help serve as a reference, as well as to educate potential financial planning clients, on the various aspects of how to ‘Build Transferable Wealth‘ in simple layman terms.

Tasked primarily to design a simplified cover to help tell the introduction of the wealth management story, and secondary to validate and format the document’s content when the full article was written, we jumped straight into our information gathering process to better understand what our client had partially envisioned.

With a short brief at hand, we eventually finalized to create a design of a fully-grown tree, to represent the earmarks of the final pot-of-gold, in the mature years of an individual’s life, complemented by simple curved strokes that represent the roots that grow from various sources, pathways, and directions, which finally leads to an array of dots, which depicts the idea of seedings that individuals are required to plant early, to enjoy the fruits of their labor later in life.

This reverse-story was re-engineered to help provide a thought-provoking storyline that essentially tells the reality of how wealth management is all about.