Family office — quarterly long-form letter

Context

A single-family office wanted a quarterly long-form letter that built credibility with peer offices, without becoming a marketing piece for the firm's investment products.

Brief

Produce a quarterly letter — twelve to fifteen pages — written by the principal but operated end-to-end by Synthia. Distribute to a verified peer audience. Measure by inbound contact, not by open rate.

Approach

1. 01Interviewed the principal monthly for source material.
2. 02Wrote and edited the letter alongside the principal across a 30-day cycle.
3. 03Designed and produced the print and digital editions.
4. 04Built and maintained the distribution list of verified family offices.