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The Advisor As Master Builder of the Integrated Wealth Plan

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The Advisor As Master Builder of the Integrated Wealth Plan TM ® FOX Wealth Advisor Forum The Advisor as Master Builder of the Integrated Wealth Plan ©2015 Family Office Exchange April 27-29, 2015 | The Biltmore | Coral Gables, FL Welcome to the 2015 Wealth Advisor Forum Tuesday, April 28 BREAKFAST/EXHIBITS 7:30 a.m. Alhambra THE EIGHT ELEMENTS OF BUILDING A FAMILY ENTERPRISE 8:30 a.m. Granada Ballroom Alexandre Monnier, Family Office Exchange WHAT FAMILIES SAY THEY WANT AND NEED! 9:15 a.m. Granada Ballroom Amy Hart Clyne, Family Office Exchange NETWORKING BREAK 10:00 a.m. Alhambra LEADING THE TEAM: ALIGNING THE GOALS OF A MULTI-FUNCTIONAL WORK TEAM 10:30 a.m. Granada Ballroom Ben Dattner, Dattner Consulting, LLC LUNCH 12:00 p.m. Center Terrace PEER DIALOGUE 1:45 p.m. Granada Ballroom NETWORKING BREAK 3:30 p.m. Alhambra BREAKOUTS Breakout 1: FAMILY LEADERSHIP AND GOVERNANCE 4:00 p.m. Marbella R. Kelly Crace, College of William and Mary Breakout 2: INTEGRATION: DEVELOPING ADVISOR TALENT AND TEAM STRUCTURES 4:00 p.m. Granada Ballroom Karen Bouche, Greenleaf Trust & Jennifer D. Fox, Hawthorn, PNC Family Wealth Breakout 3: HOLDING THE REINS ON PASSION INVESTMENTS 4:00 p.m. Aragon Katja Zigerlig, AIG Private Client Group, Gina Teresi, Commercial Insurance Consultants, & Diana Nawi, Perez Art Museum Miami Breakout 4: FINANCIAL SECURITY 4:00 p.m. Prado David Donabedian & Martina Frangis, Atlantic Trust Private Wealth Management Chris Lowry & Daniel C. Tarlas, Asset Consulting Group, LLC ADJOURNMENT 5:30 p.m. COCKTAIL RECEPTION AND MASTER BUILDER DINNER 6:30 p.m. Southwest Terrace 100 South Wacker Drive, Suite 800 . Chicago, IL 60606 USA . T: 1.312.327.1200 . F: 1.312.327.1212 400 Park Avenue, Suite 810 . New York, NY 10020 . T: 1.646.504.0776 Adam House 7-10 Adam Street . London WC2N 6AA United Kingdom . T: 44 (0) 207 520 9443 . F: 44 (0) 207 520 9441 [email protected] . www.familyoffice.com 2015 Wealth Advisor Forum Wednesday, April 29 BREAKFAST 7:30 a.m. Alhambra WELCOME AND LOGISTICS 9:00 a.m. Granada Ballroom UNDERSTANDING AND APPLYING INDUSTRY TRENDS TO EXEMPLARY ADVISOR SERVICE 9:15 a.m. Granada Ballroom John Benevides, CTC/myCFO, Glen W. Johnson, Mirador Family Wealth, Kevin Tobin, Marsh Private Client Services, & Dennis Wright, The Wellspring Group, LLC NETWORKING BREAK 10:15 a.m. Alhambra EXPLORING YOUR PERSONAL LEADERSHIP BRAND: BECOMING THE MASTER-BUILDER OF YOUR FUTURE 10:30 a.m. Granada Ballroom Sarah Biggerstaff, Yale School of Management FORUM WRAP UP – WHAT ARE MY KEY TAKE-AWAYS? 12:00 p.m. Granada Ballroom ADJOURNMENT 12:30 p.m. Granada Ballroom LUNCH 12:30 p.m. Center Terrace 100 South Wacker Drive, Suite 800 . Chicago, IL 60606 USA . T: 1.312.327.1200 . F: 1.312.327.1212 400 Park Avenue, Suite 810 . New York, NY 10020 . T: 1.646.504.0776 Adam House 7-10 Adam Street . London WC2N 6AA United Kingdom . T: 44 (0) 207 520 9443 . F: 44 (0) 207 520 9441 [email protected] . www.familyoffice.com 9 MIAMI ~ CORAL GABLES 18 RECREATION & AMENITIES 1. Biltmore Tennis Center 3. Fitness Center Golf 4. Pétanque April 27 - Reception 5. Poolside Cabanas 6. Premier Golf Fitting 7. Golf Starter Shack 6 8. Practice Green 18 9. Driving Range 10. Biltmore Culinary Academy 16 RESTAURANTS & BARS 11. Fontana 7 12. Palme d’Or 13. Cellar Club Bar 14. Biltmore Bar 15. Cascade Poolside Grill 16. 19th Hole Sports Bar & Grill 4 G to 15 5 SHOPS & BOUTIQUES th 17. Retail Shop (LL) a PathP to Golf Course 18. Golf Pro Shop Granada Alhambra BALLROOMS General Session Exhibits/Meals 35 39 22 19. Granada Ballroom PoolPool 41 20. Alhambra Ballroom 21. Country Club Ballroom 40 22. Country Club Terrace 42 19 20 36 37 21 43 44 MEETING SPACES nter 12 Ce 23. Isabella 45 24. Anastasia ennis 11 Southwest Terrace 25. Sevilla 26. Biltmore Event Design April 28 - Reception/Dinner38 Path to Biltmore Tennis Center 3 27. Valencia 28 2 28. Majorca Concierge 29. Catalonia (Upper/Lower Lobby) 14 30. Aragon 27 Path to Conference Center 48 31. Santiago 13 17 Courtyard 1 26 32. Prado 10 33. Marbella 23 24 34. Catering Offices 25 Valet 35. Center Terrace/Back Lawn 34 36. Danielson Gallery (LL) Breakout Sessions 37. Fisher 38. Laguna April 28 39. Brickell (LL) 31 32 40. Cutler (LL) 41. Deering (LL) 29 30 33 42. Lightburn (LL) 43. Flagler (LL) 44. Tuttle (LL) 45. Bowman (LL) 46. Merrick (LL) 47. Stoneman Douglas (LL) 48. Boardroom (3rd FL) Anastasia Avenue LEGEND Restaurants Bars & Lounges Miracle Mile / Merrick Park Florida Everglades Restroom Elevators 2015 Wealth Advisor Forum The Eight Elements of Building a Family Enterprise 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. Speaker: Alexandre Monnier, President Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. He oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries – in the US and internationally. He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe. Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business. Previously he spent 10 years as a management consultant serving firms internationally. He started his career in finance with Societe Generale. Notes ©2015 Family Office Exchange. All Rights Reserved. 2015 Wealth Advisor Forum ©2015 Family Office Exchange. All Rights Reserved. The Advisor As Master Builder Alexandre Monnier, President, Family Office Exchange April 28, 2015 FOX Wealth Advisor Forum ©2015 Family Office Exchange ©2015 Family Office Exchange ©2015 Family Office Exchange To create the structure’s crowning glory… the largest cupola on earth ©2015 Family Office Exchange How to build Il Duomo? A conflict that lasted 150 years… ©2015 Family Office Exchange Building the dome was like trying to get an egg to stand by itself… … 376 feet above the altar. ©2015 Family Office Exchange 1418 – Contest for the Ideal Dome Design ©2015 Family Office Exchange ©2015 Family Office Exchange ©2015 Family Office Exchange His dome would consist of two concentric shells He would build intricate machinery and scaffolding He would bind the walls like hoops on a barrel The first 46 feet would be built of stone The remainder would continue with lighter materials The rest of the design and construction would depend on how things went. “Only practical experience and application will teach that which is to be followed.” ©2015 Family Office Exchange In 1420 Filippo Brunelleschi became The Master Builder of the cupola project ©2015 Family Office Exchange March 25, 1436 The Feast of the Annunciation Pope Eugenius IV Consecrated the Cathedral of Santa Maria Fiore ©2015 Family Office Exchange Brunelleschi Died April 15, 1446 He was buried in a crypt within The Cathedral of Santa Maria Fiore ©2015 Family Office Exchange How did he do it? ©2015 Family Office Exchange Brunelleschi - The Master Builder How did he do it? Vision • Found his vision • Shared his vision • Took a long-term view of his vision ©2015 Family Office Exchange Brunelleschi - The Master Builder How did he do it? Leadership • Created his brand • Oversaw all aspects of production • Identified and developed leaders ©2015 Family Office Exchange Brunelleschi - The Master Builder How did he do it? Transition • Used Innovation • Solved problems by identifying need and creating solutions • Planned to meet the ultimate long-term goals ©2015 Family Office Exchange Brunelleschi - The Master Builder How did he do it? Governance • Integrated the ideas, talents and energies of others to support the enterprise • Improved productivity, fulfillment, resilience and fun ©2015 Family Office Exchange Brunelleschi - The Master Builder How did he do it? Financial Security • He remained engaged • Utilized advisors • Preserved capital ©2015 Family Office Exchange Brunelleschi - The Master Builder How did he do it? Risk Management • Aligned goals • Created metrics to measure progress • Adopted change as necessary ©2015 Family Office Exchange Brunelleschi - The Master Builder How did he do it? Integration • Directed the talents of others • Revised the master plan to accommodate and apply new trends and ideas ©2015 Family Office Exchange Brunelleschi - The Master Builder How did he do it? Sustainability • Took a long-term view • Built Il Duomo to withstand the challenges of time and outside forces ©2015 Family Office Exchange The 8 Elements of Multi-Dimensional Advisory Service ©2015 Family Office Exchange The 8 Elements of Multi-Dimensional Advisory Service Vision Examining family vision and mission to develop a family enterprise view for the long term ©2015 Family Office Exchange The 8 Elements of Multi-Dimensional Advisory Service Leadership Understanding family dynamics and family goals to identify and develop the right kind of leaders for the challenge ahead.
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