Custom Portfolio Book

Who this commission serves

Households tracking diversified holdings across several custodians, advisers preparing a physical audit trail for clients who decline cloud portfolios, and collectors of private placements who want a single bound reference.

What is included

  • Initial consultation (90 minutes) on section structure, currency columns, and margin width for handwritten annotations
  • Draft layout on sample sheets with two revision rounds
  • Sewn or guarded binding with acid-free text block (90–120 gsm)
  • Quarter-cloth case, leather slipcase, or limp vellum wrap
  • Embossed spine title and optional blind-debossed cover mark
  • One set of matching blank refill guards for future inserts

What is excluded

  • Legal or tax interpretation of positions (see Not Financial Advice)
  • Digitisation or data entry from broker statements
  • Security printing or holographic features

Process

  1. Brief — You send a rough outline of asset classes and approximate page count, or visit the studio with existing notebooks.
  2. Layout — We print trial spreads on your chosen paper. You mark column widths and tab positions.
  3. Materials — Cover leather or cloth, endpapers, and thread are ordered after sign-off.
  4. Binding — Text block is sewn, cases are built, and the volume is trimmed and finished by hand.
  5. Delivery — Collection at Office 7 or registered courier within South Korea.

Preparation

Bring or email sample statement layouts (values may be redacted). Decide whether you need dual-currency columns or a single reporting currency. If the book will sit in a safe deposit box, mention interior dimensions.

Next step

Submit a commission brief through Contact or call to arrange a studio visit.

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