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Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500 companies, businesses and high-net worth individuals aimed at lowering their federal and/or state tax liabilities while supporting socially beneficial activities. Created by state and federal governments, tax credits incentivize specific business activities which government deems worthy of stimulating. MPC`s singular focus is on the structuring and placement of transferable tax credits. Since its inception, Monarch Private Capital has placed billions of transferable credits in the marketplace without the recapture of a single credit. We are a strong and stable clearing house for transferrable tax credits and tax equity credit funds which deliver customized, low-risk, tax-saving solutions to clients.
The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients` financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
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