Monograph Wealth

At Monograph, we believe a familys wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise families who have or are creating multigenerational wealth. Were committed to changing how the financial advice industry approaches planning and investment management. Our mission is to guide our clients to realize a successful investment experience and enjoy intergenerational family capital with purpose and clarity. Developed by our principals, our wealth planning technology provides a single pane through which Monograph families chart the future of their experience with wealth. We build purpose driven, investment strategies, illuminating how unique assets are invested to fund specific life objectives. Monographs programs and services are specialized for affluent families, and related institutions, and they include: Public & Private Investments Tax & Fee Efficiency Pre-Liquidity Planning Estate Planning Strategic Philanthropy ...