We are a high-performing, modern wealth management boutique. Our team provides technology-driven, transparent and specialized solutions. With a dedicated commitment to excellence, our priority is to deliver unparalleled standards of expertise. Our programs and services are specialized to ultra affluent families, and related institutions. • Balance Sheet Level Guidance • Public & Private Investments • Taxes & Fee Efficiency • Pre-Liquidity Planning • Estate Planning • Charitable Strategies • Multigenerational Planning • Professional Team Coordination Founded by seasoned investment professionals in January 2015, Monograph is a Los Angeles-based, employee-owned, independent advisor. We operate on a transparent fee structure that gives our clients unconstrained product and service access while minimizing any potential conflicts of interest. • Typical client wealth ranges from $30m to $500m • Dedicated client to professional target ratio of 10:1 • Engaged with a select group of families and institutions • We are fiduciaries who put our client’s interests first • Our founders are designers of technology and systems of wealth management which can be applied at scale