The Monograph
Focus
Monograph’s programs and services are specialized for affluent families, and related institutions.
4.
Know where and how to apply risk to pursue expected returns.
8.
Apply wealth intergenerationally to improve expected tax outcomes and transfer of family values.
6.
Orchestrate the implementation of your strategy and direct the advisory team.
3.
Establish financial protection for what you can’t live without, & embrace higher risk assets for long dated or discretionary pursuits.
5.
Provide the context and guidance that allows you to make well informed tradeoffs.
7.
Design your plan with a global investment perspective, considering all assets, resources, and liabilities.
Your Path to Experiencing Wealth with Purpose & Peace of Mind at Monograph
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.
3.
7.
2.
Expect adversity and know how to respond to it. We can’t predict the future, but we can prepare for it.
Know where & how to apply risk to pursue expected returns.
Apply wealth intergenerationally to improve expected tax outcomes and transfer of family values.
4.
Orchestrate the implementation of your strategy & direct the advisory team.
Establish financial protection for what you can’t live without, & embrace higher risk assets for long dated or discretionary pursuits.
8.
6.
Provide the context and guidance that allows you to make well informed tradeoffs.
5.
Your Path to Experiencing Wealth with Purpose & Peace of Mind at Monograph
Design your plan with a global investment perspective, considering all assets, resources, and liabilities.
Monograph’s platform provides the transparency to help our clients understand the role, purpose and return of each asset in their strategy.
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.
