Peter CFP's Colleagues at Monograph Wealth
Peter CFP's Contact Details
Monograph Wealth
Peter CFP's Company Details
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 CoordinationFounded 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 removing any potential conflicts of interest.• Typical client wealth ranges from $30m to $500m • Dedicated client to professional 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