Business Model cont'

1
OFFSHORE HOLDINGS ADVISORY
Business Model (cont.) ? Service
Differentiation Strategic Partnership
DevelopmentWorking with providers who excel
performance-wise financially and also with
personalized client service ? Time Management
and Priority - Outsource Investment Management
with service provider(s) - Outsource Portfolio
Reporting with service provider(s) - Hire
quality admin staff - Delegate responsibility
no micro management! - Focus on building client
relationships
2
OFFSHORE HOLDINGS ADVISORY
Business Model (cont.) ? Marketing
Differentiation is King! Working Lifestyle
conceptvia sponsorship/participation/advertising
in sporting /cultural/charitable eventsRugby
Tournaments/TeamsSailing Regattas/VesselsGolf
TournamentsAdventure Sporting EventsCharitable
FunctionsArt/museum/entertainment venue
openings ? Monthly News Letter with insight?
Focused personalized Client Service