At Monograph, we believe a family’s 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. 

We’re 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. 

Monograph’s 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
•	Multigenerational Planning
•	Professional Team Coordination

Monograph is a Southern California-based, employee-owned independent advisor serving a nationwide clientele.

We operate on a transparent fee structure that gives our clients unconstrained product and service access while mitigating potential conflicts of interest.
•	Typical client wealth ranges from $30MM to $500MM+.
•	Targeted client to professional ratio of 10:1.
•	Engaged with a select group of families and institutions.
•	We are fiduciaries who put our clients’ interests first.

Monograph Wealth

Sean Shannon

This department focuses on managing client relationships and ensuring customer satisfaction through support and services.

Client Services

This department focuses on managing client relationships and overseeing communication strategies to enhance service delivery and brand messaging.

Client Services and Communications

This department defines the strategic vision and direction of the organization.

Executive Leadership

This department oversees and drives philanthropic initiatives and strategies for the organization.

Philanthropy Leadership

This department focuses on providing financial planning and investment strategies to clients.

Monograph Wealth

Org chart

Teams

Client Services

Client Services and Communications

Executive Leadership

Philanthropy Leadership

Wealth Management

Offices

Monograph Wealth

Org chart

Teams

Client Services

Client Services and Communications

Executive Leadership

Philanthropy Leadership

Wealth Management

Offices

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