Eight Dimensions of Multi-Dimensional Advisory Service

The Advisor as the Master Builder. Among the many benefits of deploying design-build project delivery methodology for complex construction projects is a single point of responsibility. As such, the master builder team is responsible for all aspects of the project—leaving an owner free to focus on the project’s scope and general decision making. Building an enduring family enterprise can be likened to a construction project in its complexity, concern over the project’s environmental and social impact as well as the ongoing goal that the end product provides easy-to-maintain sustainability. These goals and others draw a comparison to family wealth advisor service that places the advisor in the role of design-builder ─ leading the aesthetic, technical and foundational elements of building family sustainability. FOX president, Alexandre Monnier, will draw a comparison between being a design-builder and serving as a family wealth advisor and will provide insight into Building an Integrated Wealth Plan.