Founder & Chief Executive Officer
(OVERVIEW)
Infrastructure for firms that already have the clients
Most offshore service firms do not have a client problem. They have a capacity problem. Onboarding takes too long, compliance work sits with people who should be advising, the website has not moved in three years, and the systems holding it together were never designed for multiple jurisdictions.Wealth Web supplies the infrastructure behind those functions so your team can stay on the work only they can do. We operate across four areas: client experience and onboarding, marketing and branding, technology and infrastructure, and regulatory and licensing. Each is scoped and engaged separately.Everything is delivered under your brand. Your clients experience your firm. What changes is how quickly they are onboarded, how thoroughly they are screened, and how consistently they are communicated with afterwards.
(HOW WE ENGAGE)
01
Scoping conversation
A confidential discussion of your firm, your client base, and where the friction actually sits. We come with questions rather than a pitch.
02
Defined first engagement
We scope one specific piece of work rather than a general retainer, so the first deliverable is defined, priced and measurable before anything starts.
03
Build and integrate
We build to your brand and integrate with your existing systems and service providers, working alongside your team rather than around them.
04
Run and extend
Once the first area is running, most partners extend into a second. Shared infrastructure across onboarding, marketing, technology and compliance is where the leverage compounds.
(WHY PARTNER WITH US)
Focus on growth while we handle the infrastructure
With decades of experience across jurisdictions and specialties, we provide the tools and expertise to scale your operations confidently. More to the point, we are experienced offshore professionals ourselves, and we want your most important clients properly serviced.
- Improve client experience — faster, smoother onboarding for key clients, thorough compliance without disrupting client relationships, and shared infrastructure for reporting and technology.
- Enhance credibility — partnerships with tier-one offshore providers, a proven track record, discreet professional branding, and all services delivered under your brand.
- Accelerate growth — launch new services faster with turnkey solutions, build pre-vetted client pipelines, and draw on our marketing expertise for website development and campaign management through the licensed Wealth Web Marketing platform.
- Scale to fit — engagements are scoped for niche practices and large-scale partners alike, so you take only the infrastructure you actually need.
(SOLUTION AREAS)
Four capabilities, engaged together or separately
Each area solves a different constraint, and each is scoped and engaged separately. Key features and common uses for all four are below. Everything can be delivered under your brand, with scope, pricing and timelines confirmed before any work begins.
Client Experience Optimization
We streamline client vetting, due diligence and compliance for offshore service firms and their most valuable clients. Designed for trustees, private banks and legal professionals, our onboarding solutions are aligned with global best practices and multi-jurisdictional requirements, so your high-value clients are onboarded efficiently, compliantly and protected from day one.
Key features
Full KYC and AML onboarding support
Client risk assessments and screening
White-labelled client intake and forms
Common uses
Faster onboarding with less friction
Vetting and pre-screening for offshore structures and accounts
Enhanced experience through a seamless client journey
Marketing & Branding
We help offshore service providers, trustees and private wealth firms grow their brand and network, capture leads and engage clients through strategic marketing optimisation and digital campaigns. From design to delivery, we align your messaging with the offshore market’s unique tone and trust-driven approach.
Key features
White-label branding and content development
SEO, email funnels, lead generation and ad campaigns
Targeted outreach for offshore audiences
Common uses
Private banks attracting offshore clientele or new markets
Trustees needing a consistent digital presence
Law and CPA firms offering offshore structures
Technology & Infrastructure
We build and implement technology solutions that improve client engagement and operational efficiency for offshore-focused firms. Whether you are a family office, law firm or trustee, we enhance your back-end systems while maintaining security and privacy standards.
Key features
Secure client portals and document vaults
CRM and workflow integration for offshore firms
Reporting dashboards and data analytics
Common uses
Automating offshore company and trust administration
Managing multiple jurisdictions and workflows
Streamlined communication with high-net-worth clients
Regulatory & Licensing
We assist with regulatory setup, cross-border licensing and commercial readiness for firms entering or operating within offshore jurisdictions. From FATCA to CRS to economic substance, we help you meet global standards without overbuilding.
Key features
Multi-jurisdictional licensing guidance
Compliance framework design
Pre-audit preparation and document review
Common uses
Registering offshore trustee or corporate services firms
Enhancing internal compliance processes
Expanding into new regulated offshore markets or specialties
(EXPERTISE)
Meet the team behind the 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, law and accounting firms, and corporate service providers operating in or entering offshore markets. The common thread is a firm that already has clients and wants to serve them better without building the compliance, marketing or technology function internally.
Yes. All services can be delivered under your brand. White-label branding and content development, white-labelled client intake and forms, and discreet professional presentation are part of the standard approach. Your clients experience your firm, not ours.
Yes, and most partners do. The four areas are Client Experience Optimization, Marketing and Branding, Technology and Infrastructure, and Regulatory and Licensing. They work together but are scoped and engaged separately, so you can start with the area where the gap is widest.
Full KYC and AML onboarding support, client risk assessments and screening, and white-labelled client intake and forms. The objective is faster onboarding with less friction, proper vetting and pre-screening for offshore structures and accounts, and a seamless client journey from first contact to funded structure.
Wealth Web coordinates across the jurisdictions in our service range, including the Cook Islands, Nevis, and the wider Caribbean, Pacific, European and Asian centres. Regulatory and licensing support covers multi-jurisdictional licensing guidance, compliance framework design, and pre-audit preparation and document review.
With a conversation about your firm, your clients and where the friction is. From there we scope a specific engagement rather than a general retainer, so the first piece of work is defined, priced and measurable. Book a consultation and we will come prepared with questions rather than 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.
