Shelterwood Financial Services is a multi-family office business established by J.M. Huber Corporation, one of the largest family-held businesses in America.

PROBLEM
J.M. Huber wished to create a new financial services business that was based on core competencies developed in part through their own family office experience. It was critical that the new business, which offers a unique type of wealth-management service, project the impression of strength and sustainability, without losing the suggestion of warmth and care which are in fact, a reflection of Huber's 150-year history.

SOLUTION
PM & Co's development of the name Shelterwood and it's brand identity was inspired by the meaning of the term shelterwood, a system of forest management in which mature stands of trees are used to provide protection for the next generation of growth.