Local agency or remote studio for a wealth management firm or family office website in Palm Beach: how to choose (2026)

The verdict in three sentences

In Palm Beach, the right provider depends first on what kind of entity you are: a single family office often needs a minimal, discreet site, while a multi-family office or RIA needs a real business development site governed by the SEC Marketing Rule. Luxury-oriented agencies in Palm Beach and West Palm Beach frequently quote 20 000 to 80 000 USD (2026 ballpark), while Kolonell offers 2 900, 4 900 or 8 900 USD at a fixed price, delivered in 3 to 4 weeks with a project manager reachable on Eastern Time. A local agency remains the better pick if your image depends on filming, seasonal events and on-site art direction.

Single family office or multi-family office: which website are we talking about?

Over the past few years, funds and family offices from New York and Connecticut have settled along Flagler Drive, and the phrase Wall Street South has become common. Yet the web needs of these entities differ a great deal.

A single family office that falls within the SEC's family office exclusion is not looking for clients: its site reassures counterparties, private banks, fund managers and job candidates. A few pages are enough: mission, governance principles, leadership team without any detail on the family's wealth, secure contact, disclosures. A multi-family office or an RIA, by contrast, has to explain its services to families from the East Coast, Latin America or Europe, present its team and governance, publish its regulatory disclosures and offer a meeting request. The link to the custodian's portal sits on the site; a custom portal is quoted on request.

The local benchmarks come from public pricing pages of Florida agencies, minimum budgets shown on Clutch.co and local trade press; they are not quotes.

Palm Beach agency or remote studio: which criteria really matter?

Kolonell built, for example, the trilingual French, English and Arabic site of Orven Properties, an off-plan real estate advisory in Dubai for international investors: the same restraint and discretion apply to a family office. The plans are described on the international website offer; payment by bank transfer, 50 % at kickoff and 50 % at delivery.

When is a Palm Beach agency clearly the better choice?

If your image depends on a film shot on Worth Avenue, team portraits taken in your offices, a visual identity built from scratch over several in-person workshops, or client events during the season, a local agency is worth its price. The same goes if you want a single contact for the site, press relations and invitations. Kolonell does not travel and does not do shoots.

Questions to ask every provider:

• Will you sign a non-disclosure agreement before scoping?
• Will the domain be registered to the entity, not to the agency?
• Who can edit the site after delivery, and with which access rights?
• How do you handle review by an outside compliance officer?
• Does the contact form avoid collecting wealth details in plain text?

Which rules govern a family office website in Florida?

A single family office that meets the conditions of the SEC's Family Office Rule is not required to register as an adviser, but its site should not look like an offer to the public. An SEC-registered RIA treats its site as an advertisement under the Marketing Rule (Rule 206(4)-1), with conditions on testimonials, endorsements and performance; state-registered advisers fall under the Florida Office of Financial Regulation, and broker-dealers follow FINRA rules. There is no comprehensive federal privacy law: the Gramm-Leach-Bliley Act and Regulation S-P govern advisers' client data. For accessibility, target WCAG 2.1 AA, since ADA Title III claims are frequent in Florida. This is not legal advice.

Mini case study

Illustrative example: Isabel M. heads operations at a single family office based in West Palm Beach. A branding agency offers her 45 000 USD for six pages and 14 weeks. Her real need is a four-page site for partner banks and for recruiting an analyst. She chooses Kolonell Starter at 2 900 USD, with no photography and an existing logo. Gap: 45 000 minus 2 900, or 42 100 USD. The site is live in 3 weeks, with 6 hours of internal time in total. To scope yours, request a free quote.

FAQ

Does a single family office need a website?

Often yes, if only for counterparties and recruiting: 3 to 5 pages are enough. The Starter plan at 2 900 USD covers this compact format.

Should we publish the names of family members?

Nothing requires it, and most entities avoid it. The site can present 2 or 3 operating executives and general governance.

Should the site be translated into Spanish or Portuguese?

If a significant share of your families comes from Latin America, it helps. With a local agency, plan 4 000 to 10 000 USD extra; at Kolonell it is quoted on request, since only English and French copywriting is included.

Why such a gap between 2 900 and 80 000 USD?

The top of the local range includes identity creation, filming and many workshops. The Kolonell grid covers a fixed scope of build and copywriting, delivered in 3 to 4 weeks.

Who maintains the site after the 3 months of support?

Maintenance beyond that is quoted on request. Since the code and domain belong to you, you can also hand it to a Palm Beach provider.

Let's scope your project. A discreet website for your Palm Beach family office or wealth management firm on Starter, Growth or Premium, at a fixed USD price and delivered in 3 to 4 weeks. Request your free quote or see the international offer.