Monograph Wealth Advisors provides investment & wealth planning services to families with multigenerational wealth via a virtual family office model & client experience. Our proprietary planning process incorporates our clients' entire financial structure, enhances their understanding & control, and provides a framework to make optimal financial, investment, tax & wealth transfer decisions across the balance sheet and through generations. We coordinate & partner with tax, estate, finance, legal, and philanthropic specialists to ensure optimal outcomes for clients and their families.