A manufactured board game as a client acquisition tool for UHNW prospects.

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Cresset Capital serves ultra-high-net-worth clients who have seen every financial services pitch. 

The brief: create something physical and memorable that could open a conversation in a room where a brochure would be ignored.

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Role

Designed and produced The Top 6 - a fully custom board game exploring six financial decisions that define wealth transfer and estate planning, from concept and game mechanics through graphic design, illustration, and print production of 100 manufactured units.
 

Outcome

100 units produced and deployed by the relationship team. The game was featured in prospect meetings, client events, and as a referral gift - a brand artifact no traditional marketing could replicate.