Full-service marketing support for law firms, family offices, and investment managers. Flat monthly fee. 12-month partnership. Complete budget certainty. Delivered 100% remotely.
WHO WE SERVE:
Law Firms & Legal Practices
Family Offices & Private Wealth
Investment Management Firms
Professional Services Groups
KEY STATS:
Flat Fee Annual Partnership
Unlimited Email, Phone & WhatsApp Access
100% Remote Service Delivery
Complete Budget Certainty
Request Proposal & Pricing: office@privatemarkets-group.com
Professional services firms face unique marketing challenges: maintaining sophisticated brand positioning, building trust with high-net-worth clients, demonstrating expertise in complex fields, and navigating regulatory requirements. Generic marketing approaches fall short.
We provide comprehensive, year-long marketing partnerships specifically designed for professional services firms that value strategic consistency, budget predictability, and expert execution.
Annual Partnership Model
12-month fixed-term engagements that allow for strategic planning, consistent execution, and measurable results rather than fragmented short-term tactics.
Flat Fee Structure
Predictable monthly investment with single upfront payment. No day-rate tracking, no monthly invoicing, no administrative overhead.
Unlimited Remote Access
Continuous support via email, phone, and WhatsApp throughout business hours. No artificial time constraints or day limits.
Specialist Team Deployment
Access to our complete team of specialists: strategists, SEO experts, content writers, designers, and paid media professionals.
100% Remote Delivery
No office space requirements, no facilities management, no on-site overhead. Modern collaboration tools enable seamless integration with your team.
LAW FIRMS & LEGAL PRACTICES
City law firms, regional practices, boutique specialists, in-house legal teams seeking external profile building.
FAMILY OFFICES & PRIVATE WEALTH
Single-family offices, multi-family offices, private wealth management firms, trust and estate planning specialists.
INVESTMENT MANAGEMENT FIRMS
Asset managers, hedge funds, private equity firms, wealth managers, financial advisors, institutional investment consultants.
PROFESSIONAL SERVICES GROUPS
Accounting firms, consulting practices, corporate advisory firms, business services groups.
We offer 12-month marketing partnerships providing complete budget certainty, unlimited remote access, and comprehensive service delivery specifically designed for professional services firms.
PARTNERSHIP STRUCTURE
• 12-Month Fixed Term - Strategic commitment enabling annual planning and consistent execution
• Flat Monthly Fee - Predictable investment throughout the year
• Single Upfront Payment - Complete budget certainty with no monthly administration
• Includes VAT - No hidden costs or additional fees
• Unlimited Remote Access - Email, phone, and WhatsApp throughout business hours
• No Day Counting - Use our services as needed without artificial constraints
SERVICE DELIVERY MODEL
• Dedicated Account Director - Your primary contact and strategic lead
• Specialist Team Access - SEO, content, design, paid media experts as required
• 100% Remote Operation - No office space or facilities needed
• Monthly Reporting - Performance analytics and strategic recommendations
• Quarterly Reviews - Strategic planning and alignment sessions
✓ Complete annual budget certainty
✓ No monthly invoice processing
✓ No mid-year price increases
✓ No payment administration overhead
✓ Immediate service activation upon payment
✓ Focus on results, not billing
Your annual partnership includes comprehensive marketing support across all functions. Services are tailored to your sector's specific requirements and regulatory environment.
STRATEGY & PLANNING
• Annual marketing strategy development
• Quarterly strategic planning and reviews
• Competitive positioning and market analysis
• Brand architecture and messaging frameworks
• Client journey mapping and experience design
• Business development strategy alignment
• Partner and stakeholder engagement planning
DIGITAL MARKETING & SEO
• Website content management (any CMS platform)
• Technical and on-page SEO optimization
• Keyword research and performance tracking
• Google Analytics configuration and reporting
• Paid search campaign management (Google Ads)
• Conversion rate optimization
• Competitor digital monitoring
CONTENT DEVELOPMENT & THOUGHT LEADERSHIP
• Sector insights and market commentary
• Technical articles and white papers
• Case studies and client success stories
• Blog content and news updates
• Newsletter creation and distribution
• Presentation materials and pitch support
• Regulatory update communications
• Content strategy and editorial calendars
SOCIAL MEDIA & ONLINE PRESENCE
• LinkedIn strategy and content management
• Professional profile development (partners/principals)
• Thought leadership campaigns
• Social media scheduling and community management
• Engagement monitoring and response
• Platform-specific content optimization
• Performance analytics and reporting
EMAIL MARKETING & CRM
• Email marketing platform management
• Newsletter design and deployment
• Event invitation campaigns
• Client communication programmes
• CRM database management and segmentation
• Marketing automation setup and optimization
• GDPR and data protection compliance
• Campaign performance measurement
PUBLIC RELATIONS & COMMUNICATIONS
• Media relations and press release distribution
• Award submission preparation and management
• Industry directory submissions and updates
• Speaking opportunity identification and support
• Conference and event promotion
• Internal communications and announcements
• Crisis communication support
• Media training coordination
BRAND MANAGEMENT & DESIGN
• Brand guidelines development and management
• Marketing collateral design and production
• Presentation templates and pitch materials
• Digital assets and graphics
• Photography and image library management
• Brand consistency across all touchpoints
• Visual identity evolution and refinement
PAID MEDIA & CAMPAIGNS
• Google Ads account management
• LinkedIn advertising campaigns
• Retargeting and remarketing strategies
• Budget allocation and optimization
• A/B testing and performance analysis
• ROI tracking and attribution modeling
• Landing page design and optimization
ANALYTICS & PERFORMANCE
• Monthly KPI reporting and dashboards
• Website traffic and conversion analysis
• Marketing attribution and ROI measurement
• Competitive benchmarking
• Client acquisition cost analysis
• Marketing effectiveness recommendations
• Strategic optimization planning
SECTOR-SPECIFIC SERVICES:
FOR LAW FIRMS:
• Legal 500 and Chambers submissions
• Legal directory profile optimization
• Practice area positioning and content
• Lateral hire marketing support
• Client alert programmes
• Seminar and webinar promotion
FOR FAMILY OFFICES & WEALTH:
• High-net-worth client acquisition strategies
• Discretion-focused digital presence
• Private events and relationship marketing
• Stakeholder reporting and communications
• Next-generation engagement programmes
• Family governance communications
FOR INVESTMENT MANAGEMENT:
• FCA-compliant marketing materials
• Fund marketing and positioning
• Institutional investor communications
• Performance reporting and commentary
• RFP response support
• Consultant relations programmes
ALL INCLUDED IN YOUR ANNUAL PARTNERSHIP
No additional costs for standard services. No hourly tracking. No day limits. No office space required.
INCLUDED IN ANNUAL PARTNERSHIP:
All services listed above, unlimited remote access and consultation, monthly reporting, quarterly strategy reviews, and full specialist team access for standard delivery.
WOULD BE SCOPED SEPARATELY:
• Complete website redesign or rebuild projects
• Full rebrand initiatives with new visual identity
• Video production requiring external crews or studios
• Major paid advertising campaigns (£10,000+ monthly media spend)
• Bespoke software or platform development
• Large-scale event production and management
• Market research studies requiring external panels
• Photography shoots requiring professional crews
We discuss scope transparently during onboarding to ensure clarity on what's included versus what would require additional investment.
From initial consultation to full marketing delivery in two to three weeks.
PHASE 1: CONSULTATION & PROPOSAL (Days 1-3)
Initial video consultation to understand your requirements, challenges, and objectives. We review your current marketing situation, discuss your strategic priorities, and identify immediate opportunities. Within 48 hours, you receive a detailed proposal with transparent pricing, service scope, and partnership terms.
PHASE 2: AGREEMENT & ACTIVATION (Days 4-7)
Upon agreement, we issue the formal contract and payment instructions. Single upfront payment covers your full 12-month partnership (including VAT). Service activates within 5 working days of payment receipt. We immediately begin onboarding preparation.
PHASE 3: SYSTEM ACCESS & ONBOARDING (Week 2)
We gain remote access to your marketing systems: website CMS, social media accounts, email platforms, CRM, analytics tools, and any sector-specific platforms. Our team learns your brand guidelines, tone of voice, regulatory requirements, and key stakeholders.
PHASE 4: STRATEGY DEVELOPMENT (Week 2-3)
Comprehensive audit of your current marketing: digital presence, competitive positioning, content assets, and performance data. We develop your 12-month strategic marketing plan with phased deliverables, quick wins identification, and success metrics. Remote workshops with your team ensure alignment.
PHASE 5: FULL DELIVERY BEGINS (Week 4+)
Complete marketing execution commences: website management, content production, social media posting, email campaigns, SEO optimization, and ongoing optimizations. You have unlimited remote access to our team via email, phone, and WhatsApp throughout business hours. Monthly reporting keeps you informed of progress and results.
CONTRACT LENGTH:
12-month fixed-term partnership providing strategic commitment and planning certainty for both parties.
PAYMENT STRUCTURE:
Flat monthly fee model with single upfront payment (including VAT) covering the entire 12-month period. No monthly invoicing. No hidden costs. No surprise fees.
PAYMENT TIMING:
Full annual payment due prior to service activation. Payment by bank transfer to nominated account. Service commences within 5 working days of payment receipt. VAT invoice provided immediately upon payment.
WHAT'S INCLUDED:
Everything listed in our comprehensive services section, unlimited remote access and consultation, monthly performance reporting, quarterly strategy reviews, full specialist team access, and all standard marketing deliverables.
RENEWAL PROCESS:
Renewal discussions begin at month 10 to ensure continuity of service if desired. New 12-month partnership terms would apply. You're not obligated to renew, but we structure our service to deliver exceptional value that encourages long-term relationships.
EARLY TERMINATION:
Our partnerships are 12-month fixed terms. This commitment allows us to develop and execute comprehensive annual marketing strategies rather than short-term tactical work. The mutual commitment ensures strategic continuity and meaningful results.
Professional Services Expertise
We specialize exclusively in marketing for professional services firms. We understand your unique challenges: partnership dynamics, regulatory constraints, trust-based selling, long acquisition cycles, and the importance of personal reputation alongside firm brand. We speak your language and know your sector.
Complete Budget Certainty
One upfront payment covers your entire year. No monthly invoices to process, no payment administration throughout the year, no mid-year price increases, no surprise costs. Your finance team processes one transaction instead of twelve, and you know exactly what your marketing investment will be for the full 12 months.
Unlimited Strategic Access
Unlike day-rate consultants who limit you to 4-6 days monthly, our partnership provides unlimited access via email, phone, and WhatsApp during business hours. Contact us whenever needed without worrying about 'using up days' or tracking billable hours. This enables responsive, continuous support.
No Office Overhead
100% remote delivery eliminates your need to provide office space, desk allocation, equipment, or facilities management. Modern collaboration tools (video conferencing, project management platforms, instant messaging) enable seamless integration with your team while saving you overhead costs.
Full Specialist Team
You gain access to our complete team of specialists rather than a single generalist: brand strategists, SEO experts, content writers, graphic designers, paid media professionals, and PR specialists. It's like having an entire marketing department for a predictable annual investment.
Strategic Consistency
The 12-month partnership enables proper strategic planning and execution rather than fragmented short-term tactics. Professional services marketing requires sustained effort to build reputation, demonstrate expertise, and nurture long acquisition cycles. Annual commitment delivers better results.
No Administrative Burden
Single upfront payment eliminates recurring monthly invoice processing, payment approvals, purchase order management, and month-end accounting for marketing services. Your administrative team saves time while you gain simplicity.
Proven Sector Experience
We've worked with numerous professional services firms across legal, wealth management, and investment sectors. We understand what works: the channels that drive results, the content that builds trust, the campaigns that generate qualified opportunities. You benefit from accumulated sector knowledge.
Ready to discuss your marketing requirements and receive a detailed proposal with transparent pricing? We'll schedule a brief consultation to understand your needs and provide you with a comprehensive partnership proposal.
WHAT HAPPENS NEXT:
1. Complete the inquiry form below
2. We respond within 5 business hours
3. We schedule a 30-45 minute video consultation
4. You receive detailed proposal within 48 hours
5. Upon agreement, service activates within one week
Should you have any issues with submitting the form, please email your application details directly to James Taylor at office@privatemarkets-group.com
Q: Why do you require upfront payment for the annual partnership?
A: The upfront payment structure provides significant mutual benefits. For your organization: complete budget certainty for the full year, no monthly invoice processing, no payment administration overhead, and guaranteed support for the entire term. For us: we can fully commit our team to your 12-month marketing strategy without monthly cashflow concerns, allowing us to focus entirely on delivering results rather than managing recurring billing. Many professional services firms actually prefer this model because it simplifies financial planning and eliminates monthly payment administration. Your finance team processes one transaction instead of twelve.
Q: What if our requirements change during the 12-month partnership?
A: Our partnerships are intentionally flexible within the agreed scope. Your monthly allocation of service is applied to your evolving priorities. If you need more social media support one month and less content production, we adapt. If a new business development initiative requires focused attention, we adjust accordingly. The unlimited access model means you can engage with us as priorities shift. Only entirely new major projects (website rebuilds, rebrands) outside the standard scope would be discussed separately.
Q: How do you handle regulatory and compliance requirements in our sector?
A: We specialize in professional services marketing specifically because these sectors have unique regulatory constraints. For law firms, we understand SRA rules and directory requirements. For financial services, we work within FCA financial promotion regulations. For family offices, we understand discretion requirements. All content is produced with your compliance review in mind, and we adapt to your specific approval processes. We never publish anything without your explicit approval.
Q: Can we terminate the partnership early if it's not working?
A: Our partnerships are 12-month fixed terms because professional services marketing requires sustained strategic effort to generate meaningful results. You can't build SEO rankings, thought leadership, or market reputation in just weeks or months. The annual commitment allows us to develop and execute comprehensive strategies. That said, we're confident in our service quality - our model only succeeds if clients are delighted with results and choose to renew. We conduct monthly reporting and quarterly reviews to ensure alignment and address concerns immediately.
Q: How do you compare in cost to hiring someone internally?
A: A senior marketing professional costs £50,000-£70,000+ annually when you include base salary, employer National Insurance (13.8%), pension contributions (3-5%), recruitment fees (15-20% of salary = £8,000-£14,000), office space and equipment (£3,000-£6,000 annually), and training/development costs. Total: £65,000-£95,000+ for one person's skillset, with gaps during holidays and illness. Our partnership provides an entire specialist team (strategist, SEO expert, content writers, designers, paid media professionals) for a competitive annual investment, with no recruitment risk, no notice periods, and no office overhead.
Q: Do you really provide unlimited access, or is there a practical limit?
A: It's genuinely unlimited during business hours (Monday-Friday, 9am-6pm GMT). We respond to emails within 4 hours, phone calls are answered or returned same day, and WhatsApp provides real-time communication. In practice, most clients contact us several times per week for various matters: content approvals, strategy discussions, campaign performance questions, new opportunity briefings, urgent requests. Unlike day-rate consultants who limit you to pre-scheduled days, our team is available whenever you need us. This model only works if we're properly resourced, which is why we carefully manage our client roster.
Q: Why only 100% remote? Can you come on-site for important meetings?
A: Our remote-only model is fundamental to our value proposition. By eliminating office space requirements, commuting time, and travel expenses, we significantly reduce overhead costs - savings we pass to you through competitive pricing. Modern collaboration tools (Zoom, Teams, project management platforms, instant messaging) make remote work as effective as on-site presence for marketing delivery. Your team saves time too: a 30-minute video call is more efficient than hosting an on-site meeting with the associated coordination and hospitality. For truly critical moments (major presentations, annual strategic sessions), we can discuss exceptions, though in practice, clients find remote collaboration entirely effective.
Q: What happens after the initial 12-month partnership?
A: We begin renewal discussions around month 10 to ensure smooth continuity if you'd like to continue the partnership. You're not obligated to renew - some clients use our service for a specific year of growth or transformation and then transition marketing in-house. However, most clients choose to renew because of the results achieved, the convenience of the model, and the institutional knowledge we've built about their firm. Renewal terms are discussed based on evolved requirements and would be another 12-month partnership.
Q: How quickly can you actually start delivering results?
A: Timeline depends on your current state and objectives. Quick wins (improved website performance, consistent social media, email campaigns launched) typically happen within the first 4-6 weeks. SEO improvements become visible after 3-4 months of consistent effort. Thought leadership positioning strengthens over 6-9 months. Major objectives like significant market share gains or complete brand repositioning require the full 12-month strategic effort. We set realistic expectations during onboarding and provide monthly reporting so you see progress continuously.
Q: What platforms and tools do you work with?
A: We're platform-agnostic and work with whatever systems you currently use. Common platforms include: WordPress, Squarespace, or custom CMS for websites; HubSpot, Salesforce, or other CRMs; Mailchimp, Campaign Monitor for email; Google Analytics, Google Ads; LinkedIn, Twitter/X; Hootsuite or Buffer for social scheduling. If you use industry-specific tools (legal practice management software, wealth management platforms, fund administration systems), we learn them. We bring our own licenses for professional tools (SEO software, design applications, project management).
Q: How do you measure success and report on performance?
A: We establish clear KPIs during onboarding aligned with your strategic objectives. Common metrics include: website traffic and engagement, search rankings for target keywords, social media reach and engagement, email campaign performance, lead generation volume and quality, content consumption, brand awareness indicators. Monthly reports present performance data with context and strategic recommendations. Quarterly reviews dive deeper into trends, competitive analysis, and strategic adjustments. You always understand what's working, what needs optimization, and where we're headed.
Q: Can you provide references or case studies from similar firms?
A: We can discuss relevant experience and general outcomes during our consultation call. However, most of our clients value discretion (especially family offices and wealth management firms), so we don't publish case studies without explicit permission. We can share anonymized examples of the types of results we achieve: ranking improvements, traffic growth, lead generation success, successful campaigns. During the proposal process, we can arrange a reference call with a current client in a similar sector, subject to their agreement.
Receive Updates On: Private Wealth Voices | UK Family Office Summits 2026 | PMG London Family Office Conferences
Private Markets Group Ltd (PMG)
Dalton House, 60 Windsor Road, London, Greater London, SW19 2RR, United Kingdom.
Contact Us: +44 (0) 203 376 9612
Copyright © 2025 Private Markets Group Ltd (Company Number 16246242) All Rights Reserved. VAT Number 497178924
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data