The Monograph

Focus

Monograph’s programs and services are specialized for affluent families, and related institutions.

Tech-Embedded, Balance Sheet Level Guidance 

  • Public & Private Investments 

  • Tax & Fee Efficiency

  • Pre-Liquidity Planning

  • Estate Planning

  • Strategic Philanthropy

  • Multigenerational Planning

  • Professional Team Coordination

We enable clients to allocate capital to fund the personal, social, and family motivations most important to them.

Our process captures both current and expected future resources in strategy design.

Monograph’s platform provides the transparency to help our clients understand the role, purpose and return of each asset in their strategy.

Developed by our principals, our wealth planning technology provides a single pane through which Monograph families chart the future of their experience with wealth.    

Our clients can observe and mark progress toward life objectives, reflect on previous accomplishments, and efficiently share information with their families and professional teams. Each client strategy is unique, informed by the family’s particular spending needs and intentions.

Your Path to Experiencing Wealth with Purpose & Peace of Mind at Monograph

1.

Purpose-driven investing should direct the wealth strategy.

2.

Expect adversity and know how to respond to it. We can’t predict the future, but we can prepare for it.

3.

Establish financial protection for what you can’t live without, and embrace higher risk assets for long dated or discretionary pursuits.

4.

Know where and how to apply risk to pursue expected returns.

5.

Provide the context and guidance that allows you to make well informed tradeoffs.

6.

Orchestrate the implementation of your strategy and direct the advisory team.

7.

Design your plan with a global investment perspective, considering all assets, resources, and liabilities.

8.

Apply wealth intergenerationally to improve expected tax outcomes and transfer of family values.