Wealth management or family office website in Miami: how to choose a local agency or a remote studio (2026)

The verdict in three sentences

For a wealth management firm or family office in Miami, a Brickell or Coral Gables agency typically quotes 12 000 to 50 000+ USD for a custom site, while a remote studio such as Kolonell delivers a discreet, polished site for 4 900 to 8 900 USD. The decisive factor is not the agency's postcode but how the content passes your compliance review, how the site handles client confidentiality and whether you need English, Spanish or Portuguese on day one. Choose a local agency if you want in-person brand workshops and a long retainer; choose a remote studio if your positioning is clear, your compliance officer reviews in writing and you want to be live in 3 to 6 weeks.

What does each option cost in Miami in 2026?

These figures are a 2026 ballpark drawn from public rate cards of South Florida agencies, minimum project sizes shown on Clutch.co profiles and rates on freelance platforms (Upwork, Malt, Contra). Scope changes everything: a five-page family office site is not a client-facing advisory site with insights and a portal link.

Local agency or remote studio: how should a wealth firm decide?

In practice, most independent advisers and family offices already know who they serve. What they lack is a site that looks as serious as their investment committee and that does not create compliance headaches. That is a well-defined brief, which suits a remote studio.

Kolonell's real references include TR Signing Group (trsigninggroup.com), a notary and apostille service in New Jersey, with a bilingual EN/FR site, per-file quote verification, a booking calendar, live chat and a back office, and Orven Properties (orvenproperties.com), an off-plan real estate advisory in Dubai with a trilingual FR/EN/AR site, investor guides and WhatsApp enquiries. Tier details are on our international website offer.

What does a Miami wealth management or family office website need?

• A clear statement of who you serve: Latin American families relocating to Florida, business owners after a liquidity event, multigenerational families, executives with equity compensation.
• Service pages written without performance promises: investment management, planning, governance, philanthropy, family office services.
• Team and governance pages with credentials, registration status where relevant and a factual description of how the firm is paid.
• A link or embed to your existing client portal or custodian login. A custom portal is quoted on request.
• Discreet contact flows: a short introduction request, no public pricing, routing to a partner.
• Insights section that your compliance officer can approve article by article.
• Languages: English first, Spanish and Portuguese are common needs in Miami; Kolonell writes English and French natively, other languages are supplied or quoted.

On compliance, financial marketing rules apply depending on your licence: for registered investment advisers, the SEC Marketing Rule; state-registered advisers follow their state regulator. Your compliance officer must validate the content before publication. Client data deserves the same care: privacy notice, secure forms, state privacy laws where they apply, and WCAG 2.1 AA as the common accessibility reference given ADA litigation risk. A single family office that does not take outside clients may still want a discreet one-page site for banks, counterparties and recruits. This is not legal advice.

Mini case study

*Illustrative example, fictional firm.* Andrés manages a 4-person RIA in Brickell serving Latin American families. He compares two options over three years.

• Local agency: 32 000 USD build, three paid compliance revision rounds at 1 500 USD each, then a 900 USD monthly retainer for 33 months. Total: 32 000 + 4 500 + 29 700 = 66 200 USD.
• Kolonell Growth: 4 900 USD with revision rounds planned in the schedule, Spanish translation supplied by his team, hosting and upkeep assumed at 200 USD per month after the 3 months of support (33 months). Total: 4 900 + 6 600 = 11 500 USD.

The gap is about 54 700 USD. The upkeep figure is a hypothesis for this example, not a Kolonell rate: maintenance after support is quoted. Andrés would still need his compliance officer's approval on every page in both scenarios. To run the numbers on your own scope, request a free quote.

FAQ

Can a remote studio handle our compliance review?

Yes, if review happens in writing. We plan review rounds in the schedule and track them in the weekly update; a Growth site at 4 900 USD usually goes live in 3 to 4 weeks including those rounds.

Do you write performance or return claims?

No. Copy describes services, process and team factually; anything that could count as a performance claim is left out or flagged for your compliance officer.

Can you build a client portal?

We link or embed your existing custodian or reporting portal as part of the build. A custom portal is quoted on request.

We are a single family office. Do we need a site at all?

Many choose a discreet one-page presence for banks and counterparties. A Starter site at 2 900 USD covers that need.

How do payments work?

Bank transfer or Wise, 50 % at kickoff and 50 % at delivery, with the domain registered in your name.

Let's scope your project. A discreet Growth or Premium site for your firm or family office, from 4 900 USD, live in 3 to 6 weeks with compliance rounds planned. Request your free quote or see the international offer.