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Wealth Management Industry

How will DePIN tech and Participatory Capitalism change wealth management?

Banking Operations​

The beauty of DePIN is that bypasses crony capitalism. Want to see the future of Banks look at Telcos.

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