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Business Plan

It is important to develop and document a business plan that includes the following details:

Service model
What types of services will you offer?

  • International Law & Tax Consultancy
  • Asset Protection
  • Estate and retirement planning

Target market
What client characteristics will you focus on?

  • International goals and needs
  • Age and geographic location
  • Service needs


  • What competitive advantages do you have?
  • What unique skills or knowledge do you possess?
  • What value can you add for clients that other advisors may not?

Marketing plan
How will you attract and retain clients?

  • Brochures or other direct mail
  • Online presence
  • Business letters
  • Seminars