Quiet Luxury Onboarding
Luxury · $120–160 · Wealth management client onboarding & annual review
Clients who move significant assets to a new advisor expect discretion, and Quiet Luxury Onboarding reflects that in how it is branded. Use a blind deboss on the PU leather A5 notebook and tone-on-tone laser engraving on the 20 oz vacuum insulated coffee tumbler and aluminum stylus ballpoint, so each piece reads as quality first and logo second. A premium customized polo suits the golf course or the weekend, with a small embroidered mark on the chest or sleeve. The enterprise curve award can commemorate the start of the relationship, a retirement date or a family milestone the plan is built around. Deliver it at the first planning meeting, with the advisor's handwritten welcome on the notebook's opening page.
Blind deboss or tone-on-tone laser; no loud logos for HNW clients.
What is in the kit
- 1.
1 × High Quality Customized Polo ShirtsAs low as $21.40 - 2.
1 × 20 Oz. Double Wall Vacuum Insulated Coffee TumblerAs low as $5.78 - 3.
1 × PU Leather NotebookAs low as $9.26 - 4.
1 × Ballpoint PenAs low as $0.72 - 5.
1 × Enterprise Curve Award - MediumAs low as $29.73
As low as $66.89 per kit · 5 of 5 items priced · Small orders welcome
Listed standard setup fees for the products in this kit total $283.35 per design. If a setup fee applies, it is shown in your written quote. Setup fees are waived on reorders with the same logo.
More Wealth management client onboarding & annual review kits
- Annual Review · Premium · $40–55
- COI Referral Thank-You · Premium · $30–40
All Financial Services kits · Updated September 27, 2026
