Founder & Chief Executive Officer
(INSTITUTIONAL & PARTNER SOLUTIONS)
Institutional & Partner Solutions
For trustees, private banks, family offices and professional firms, we deliver scalable support spanning onboarding, compliance, technology and marketing. It runs under your brand, built by people who have operated offshore structures firsthand.
(OVERVIEW)
Back-end capability for firms that are already established the clients
For most offshore service firms, the shortfall is not clients but capacity. Onboarding drags on, compliance duties fall to staff who ought to be advising, the website has sat untouched for three years, and the underlying systems were never built to handle several jurisdictions at once.We provide the infrastructure sitting behind those functions, freeing your people to concentrate on work only they can do. Our work spans four areas: onboarding and client experience; branding and marketing; infrastructure and technology; and licensing and regulatory support. Every one is scoped and taken on independently.It all runs under your brand, so clients deal with your firm throughout. The difference shows in how fast they are onboarded, how carefully they are screened, and how reliably you stay in touch afterwards.
(HOW WE ENGAGE)
01
Scoping conversation
A private conversation about your firm, your clients, and where the real friction lies. We arrive with questions, not a sales pitch.
02
Defined first engagement
Instead of a broad retainer, we define one specific task, so that first deliverable is priced, measurable and clear before any work gets underway.
03
Build and integrate
We build to match your brand and connect with the systems and service providers you already use, working with your team rather than around it.
04
Run and extend
After the first area is up and running, most partners take on a second. The leverage really builds where infrastructure is shared across onboarding, marketing, technology and compliance.
(WHY PARTNER WITH US)
Concentrate on growth and leave the infrastructure to us
Drawing on decades of experience across a range of jurisdictions and specialties, we supply the expertise and tools to grow your operations with confidence. More importantly, we are seasoned offshore professionals in our own right, and we want your most valued clients looked after properly.
- Improve client experience — quicker, smoother onboarding for your key clients, rigorous compliance that leaves client relationships undisturbed, and shared infrastructure covering technology and reporting.
- Enhance credibility — relationships with tier-one offshore providers, a demonstrated track record, understated professional branding, and every service supplied under your own brand.
- Accelerate growth — roll out new services sooner with turnkey solutions, develop pre-vetted client pipelines, and tap our marketing know-how for building websites and running campaigns via the licensed Offshore Companies Online Marketing platform.
- Scale to fit — we scope engagements for both niche practices and large-scale partners, so you take on only the infrastructure your firm genuinely needs.
(SOLUTION AREAS)
Four capabilities, taken on jointly or on their own
Every area addresses a distinct constraint, and each is scoped and taken on separately. You will find the key features and typical uses for all four below. Anything can run under your brand, with scope, pricing and timelines agreed before work starts.
Client Experience Optimization
For offshore service firms and their most valuable clients, we make client vetting, due diligence and compliance more efficient. Built for trustees, private banks and legal professionals, our onboarding solutions follow global best practices and meet multi-jurisdictional requirements, so your high-value clients are brought on board efficiently, compliantly and protected from the outset.
Key features
Complete support for KYC and AML onboarding
Client risk assessments and screening
White-labelled client intake and forms
Common uses
Faster onboarding with less friction
Pre-screening and vetting for offshore accounts and structures
A better experience delivered through a smooth client journey
Marketing & Branding
We support offshore service providers, trustees and private wealth firms in growing their brand and network, generating leads and engaging clients through digital campaigns and strategic marketing optimisation. From initial design through to delivery, we match your messaging to the distinctive tone and trust-driven nature of the offshore market’s.
Key features
White-label branding and content development
Lead generation, SEO, ad campaigns and email funnels
Targeted outreach for offshore audiences
Common uses
Private banks pursuing offshore clientele or fresh markets
Trustees who need a steady digital presence
CPA and law firms that offer offshore structures
Technology & Infrastructure
We design and roll out technology that lifts operational efficiency and client engagement for offshore-focused firms. Whether your firm is a family office, a law firm or a trustee, we strengthen your back-end systems while upholding privacy and security standards.
Key features
Document vaults and secure client portals
Workflow and CRM integration built for offshore firms
Reporting dashboards and data analytics
Common uses
Automation of offshore trust and company administration
Managing multiple jurisdictions and workflows
Streamlined communication with high-net-worth clients
Regulatory & Licensing
We support regulatory setup, cross-border licensing and commercial readiness for firms moving into or already active within offshore jurisdictions. Covering FATCA, CRS and economic substance, we help you satisfy global standards without overbuilding.
Key features
Multi-jurisdictional licensing guidance
Compliance framework design
Pre-audit preparation and document review
Common uses
Registering corporate services or offshore trustee firms
Enhancing internal compliance processes
Moving into new specialties or regulated offshore markets
(EXPERTISE)
Get to know the team behind this partnership
John Evans
Forbes Business Council Founder & Chief Executive Officer
Rarotonga, Cook Islands
More than two decades of experience across offshore banking, asset protection, international companies and trusts.
Melanie Tetuaiteroi
Sales Assistant
Rarotonga, Cook Islands
Supports client onboarding, communications, documentation and operational coordination, backed by fiduciary administration experience.
(COMMON QUESTIONS)
Trustees, private banks, family offices, accounting and law firms, and corporate service providers already active in or moving into offshore markets. What ties them together is a firm that already has clients and wants to serve them better without building out the compliance, marketing or technology function in-house.
Yes. Every service can run under your brand. Standard practice includes white-label branding and content development, white-labelled client forms and intake, and understated professional presentation. Your clients deal with your firm, never ours.
Yes, and most partners do exactly that. The four areas are Client Experience Optimization, Marketing and Branding, Technology and Infrastructure, and Regulatory and Licensing. Though they complement one another, each is scoped and taken on separately, so you can begin with wherever the gap is largest.
Complete KYC and AML onboarding support, screening and client risk assessments, plus white-labelled client intake and forms. The aim is quicker onboarding with less friction, proper vetting and pre-screening for offshore accounts and structures, and a seamless client journey running from first contact through to a funded structure.
We work across the jurisdictions within our service range, taking in the Cook Islands, Nevis, and the broader Caribbean, Pacific, European and Asian centres. Our regulatory and licensing support covers multi-jurisdictional licensing guidance, the design of compliance frameworks, and pre-audit preparation with document review.
It begins with a conversation about your firm, your clients and where the friction sits. From there, rather than a general retainer, we scope a specific engagement, so the first piece of work is defined, priced and measurable. Book a consultation and we will arrive prepared with questions instead of a pitch.
(CONTACT US)
Speak to a specialist. Let’s build your structure.
Book a confidential, no-obligation consultation with a senior member of our team to discuss your objectives and the services we have available.
