Patrimonia | Family Business, Governance & Wealth Advisory

Website: www.patrimonia.me Client: Patrimonia – Family Business Advisors Date: December 2025 – February 2026 Role: UX/UI Designer & Framer Developer Technology: Framer, CMS, Calendly, Custom Forms

Patrimonia supports family-owned businesses in succession planning, governance structuring, and wealth organization. The challenge was to translate complex advisory services into a clear, structured, and trustworthy digital presence.

Communicate authority and discretion

Present three advisory pillars in a structured way

Clearly define engagement paths and offer types

Support booking via calendar and inquiry forms

Build trust with high-level decision-makers

We began with client interviews, analysis of target audience expectations, and competitive research within the family advisory and governance sector.

The website was structured around clarity, hierarchy, and conversion.

Strong positioning message in the hero section

Clear presentation of the three advisory pillars

Dedicated “Offer Types” section with defined entry paths

Calendar integration for direct booking

Structured contact forms for tailored inquiries

CMS-powered Blog, Client Stories, and Testimonials

Modern, minimal visual language aligned with brand identity

The design balances authority with approachability. It avoids aggressive sales language and instead reinforces trust, structure, and long-term thinking.

Conversion-oriented layout

Clean visual hierarchy

Professional typography and color adaptation to the brand

Modular CMS architecture for scalability

Smooth content flow optimized for scrolling behavior

Integrated video sections for authority and clarity

Forms and scheduling integrated without friction

Special attention was given to:

UX flow between services and engagement paths

Trust-building elements (logos, testimonials, case stories)

Clear CTA logic (Clarity Session, Diagnostic, Full Program, Mentoring)

GDPR compliance structure and privacy policy integration

Positions Patrimonia as a structured and high-level advisory firm

Clearly communicates complex services in a simple format

Enables direct session booking and inquiry submission

Supports ongoing content publishing through blog and case studies

Builds credibility through refined visual identity and clarity

The website now functions not only as a presentation tool, but as a strategic conversion platform aligned with the client’s business goals and target audience expectations.

See it live: https://www.patrimonia.me/