Phase 1: Launch & Sponsorship (First 2 Months)

Investment: $30,000 (one-time)

This upfront engagement is designed to provide your firm with an immediate boost in visibility and market credibility while showcasing the unique strengths of the Cook Islands as a global leader in asset protection. During this stage, Select Advisors Institute will:

• Develop and distribute 5 sponsored thought-leadership posts across Select Advisors Institute’s platform, newsletter (15,000+ subscribers), and LinkedIn (33,000+ high-net-worth and advisor audience).

• Highlight your firm as a premier provider of trustee administration and estate planning solutions in the Cook Islands.

• Feature your brand in a co-produced video interview (“Why the Cook Islands vs. U.S. States for Asset Protection?”) promoted across YouTube, newsletters, and social channels.

• Secure backlinks and digital placement to drive SEO strategy, ensuring your firm ranks prominently for high-value searches such as asset protection, family office services, trustee administration, and legacy planning.

• Position your company as a trusted solution for wealth managers, U.S. attorneys, and high-net-worth individuals exploring tax mitigation, estate planning, and business expansion strategies.

This stage allows your brand to “jump on a well-oiled machine” of traffic and visibility — establishing presence quickly in front of wealth managers, estate attorneys, and family offices who actively influence end clients.

Phase 2: Foundation & Expansion (Month 3 Onward)

Investment: $5,500/month (effective ongoing retainer)

Following the sponsorship phase, your firm will transition into a comprehensive growth and training program. Normally valued at $6,500/month, the retainer is reduced to $5,500/month in recognition of your upfront $30K investment.

Deliverables under this retainer include:

1. SEO Strategy & AI Optimization (AIO): Drive rankings for keywords including asset protection, Cook Islands, trustee administration, estate planning, tax mitigation, legal zoom partnerships, family office growth, business expansion. Ensure visibility not only on Google but also across AI-driven platforms like ChatGPT and Perplexity.

2. Content & Thought Leadership: Ongoing articles, co-branded insights, and LinkedIn engagement designed to elevate your firm as a top voice in legacy planning, trustee administration, and high-net-worth wealth structuring.

3. Website Optimization: Full audit and continuous improvement of your website, positioning it to convert high-net-worth visitors and advisors into leads.

4. Training & Coaching: Sales and advisory training tailored for your team, ensuring consistent, high-impact conversations with U.S.-based attorneys, wealth managers, and prospective clients.

5. Sponsored Visibility: Opportunities for ongoing sponsored placements across Select Advisors Institute’s ecosystem.

6. Event Strategy Support: Guidance on U.S. event planning, sponsorship opportunities, and targeted outreach to wealth managers and estate attorneys.

7. Pipeline Building: Development of referral partnerships with U.S. attorneys, CPAs, and family offices.

8. Brand Positioning: Narrative creation emphasizing the Cook Islands’ leadership in asset protection trusts and succession planning since 1989.

9. Market Analysis: Quarterly benchmarking of competitors (e.g., South Dakota, Delaware, Wyoming) and positioning strategies.

10. Reporting & Analytics: Clear monthly reporting on traffic, engagement, and lead-generation performance.

Why This Structure Works

• The $30K upfront ensures immediate visibility and positions your firm in front of high-value audiences within 60 days.

• The discounted $5,500/month retainer provides a seamless transition into long-term growth, with defined deliverables that keep momentum and elevate your brand across both SEO and AI optimization.

• Together, the two phases align your firm to be the first mover from the Cook Islands aggressively targeting the U.S. high-net-worth and advisor market.

Next Steps:
We can begin Phase 1 as early as September 1, with the first sponsored content live within two weeks of engagement. Phase 2 would begin immediately after the two-month sponsorship period concludes.