The Monograph
Experience
How will you write your Financial Monograph?
Monograph was built to serve affluent families and the unique needs of complex wealth structures. No client case is the same, but our experience has shaped a suite of programs that contour how we think about building unique experiences of wealth.
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Family businesses, in their first generation and beyond, are often the engine of family wealth creation. Monograph’s platform empowers the business-owner with the perspective and tools to build a resilient, diversified structure and evaluate the opportunities for productive use of the business equity as a current or legacy resource.
You can learn more about our experience for business owners here.
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Adverse life events can damage a financial structure, but they need not be a hindrance to future flourishing. Monograph empowers clients undergoing relational transitions to evaluate tradeoffs and determine pathways to a new financial homeostasis.
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Stewarding human capital as a world class athlete and custodianship of the associated legacy requires purpose, reflection, and strategic planning.
The process of modernizing a financial structure, applying intention, and aligning the advisory team can ease the transition so the athlete can focus on the next chapter in life.Explore more of our thinking on the Athlete-Entrepreneur here.
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Whether you are in the early stages of considering a business transaction or fresh off a successful transaction event, Monograph offers the planning architecture to empower you to deploy these hard-earned cash flows efficiently and productively.
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Many families establish a giving vehicle but then struggle to find a cause or suitable grantee. Others get lost in making gifts without a sense of purpose. Monograph’s Philanthropic Advisory offering synthesizes the planning opportunities in charitable giving while providing the philosophy and tools to establish a philanthropic mission. This program is also optimized to serve the needs of institutional private foundations.
Learn more about our strategic philanthropy experience here.
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Your family’s wealth is not just a vehicle for present well-being and fulfillment; it can also be the bedrock for an endowment that benefits future generations. Your Financial Monograph includes priorities for the next generation and vehicles that efficiently transfer capital, which develop into that generation’s own Monograph.
A case study on Monograph’s Legacy Planning may be found here.
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Your family’s wealth comes in many forms of capital: financial, intellectual, human and social. From next generation engagement to facilitating family meetings, your Monograph team endeavors to ensure that capital is nurtured and deployed productively and intentionally. Our advisors also work with the next generation to build financial literacy and the skills necessary to productively use their resources.
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Human capital is often the most essential source of expected liquidity for a family. Monograph’s delivery is specialized for clients with high earnings or earning potential and concentrated equity exposure to anticipate future assets and liabilities and to build protection to insure against interruptions to returns on human capital.
A case study on Monograph’s Executive Solutions may be found here.
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At Monograph, we work with our clients to build legacies and to benefit from the bequests from their forbearers. Our unique platform allows your Financial Monograph to encompass expected cash flows from inheritances and tailor your plan accordingly.
Our Process
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ILLUMINATE
Monograph guides our clients in defining and discovering their objectives and identifying them according to importance and time-to-realization. -
DESIGN
Current and future resources are aligned to meet our clients’ personal, family and social goals. Each strategy is fashioned exclusively for each family. -
ACTIVATE
Monograph’s innovative system and detailed guidance empowers clients to direct their strategy with clarity, purpose and control. -
REVIEW
Review financial results and wealth plan with your Monograph team to monitor your progress, celebrate accomplishments, and define new targets. -
ITERATE
Work with your advisor to coordinate the activities of the entire virtual family office to reflect the changes in your life and global capital markets.