Trust Funds and Family Funds Package

We this offering we can enhancing Family Office and Trust Fund office Sales with lead generations, running Ad Campaigns and better brand presence. We understand that finding new clients or, rather, partners for family offices and trust funds is not easy, but we’ve learned this approach and will continue doing so along side with you.

1. Building a Partner Sales Channel
  1. Partnership Development: Establish a robust partner sales channel to drive higher sales for your family office.
  2. Unified Marketing Materials: Create standardized marketing collateral tailored for potential partners.
  3. Partner Landing Page: Develop a dedicated landing page that houses all necessary information, allowing new partners to digitally familiarize themselves with the unique aspects of your family office.
  4. Non-Financial Partnerships: Forge relationships with non-financial partners, such as residency services, concierge services, relocation services, medical certificate providers, and other non-financial services.
2. Creating Expert Content
  1. Prioritizing Social Media: Focus on creating expert content across YouTube, Telegram, X, Facebook, Instagram, and other social platforms.
  2. Collaborative Content Creation: We engage directly with your experts on tax, compliance, and other relevant topics to produce top-tier written and video content.
  3. Economic Reports: Generate semi-annual economic reports for various countries as needed.
3. Generating Business Leads
  1. Advertising Materials: Develop compelling advertising materials.
  2. Ad Placement: Run targeted ads on LinkedIn, Google Ads, Facebook, and other social media platforms.
  3. Lead Management: Curate and manage ad campaigns to generate leads and process them effectively.
4. Building a Strong Reputation and PR
  1. Online Reputation Management: Standardize and enhance all online reviews.
  2. PR Initiatives: Create newsworthy events and maintain a positive media presence.
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