Wealth Management Industry
How will Decentralized Intelligence and Participatory Capitalism change the business of wealth management?
Context
Preservation
Wealth Preservation Playbook: Offshore tax planning, citizenship, and investment services to (high-net-worth) entrepreneurs and investors.
Target Market
Seven and eight-figure entrepreneurs and investors looking to optimize their taxes, obtain second citizenships, and invest globally.
Core Services
- Financial Planning: Offshore companies, foreign bank accounts, tax optimization strategies
- Citizenship Planning: Second residencies, dual citizenship, tax residency
- Investment Planning: Overseas real estate, stocks, venture capital, precious metals
Business Model
- Consulting services: Providing personalized offshore strategies
- Educational content: Books, YouTube videos, blog posts, events
- Network of professionals: Attorneys, accountants, real estate agents in 90+ countries
Human Resources:
- International tax experts
- Immigration lawyers
- Investment advisors
- Researchers familiar with global markets and regulations
- Content creators (writers, video producers)
- Client relationship managers
Intellectual Capital
- Extensive database of international tax laws, citizenship programs, investment opportunities
- Up-to-date information on global economic and political trends
Technology
- CRM system to manage client relationships
- Secure communication platforms for sensitive client information
- Research tools and databases
Connections
Key contacts required to enable the flow of progress.
- Government officials in target countries
- International banks and financial institutions
- Real estate developers and agents in multiple countries
- Immigration lawyers and citizenship consultants globally
- Tax attorneys and accountants specializing in international tax law
- Investment fund managers and venture capitalists
- High-net-worth individuals and entrepreneurs (for networking and referrals)
Marketing Strategy
- Content marketing through YouTube, blog posts, and books
- Speaking engagements and hosting events (e.g., Nomad Capitalist Live)
- Referral network from satisfied clients
- Partnerships with complementary service providers
Unique Selling Proposition
- Multi-jurisdictional approach
- Personal experience in implementing strategies
- Holistic planning that combines financial, citizenship, and lifestyle aspects