Your Turn-key Family Office Solution

 
 
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Trusted.

reliable.

dedicateD.

Preserve, nurture, and live your legacy.

We are a turn-key private family office solution without the conflict of providing investment advisory services, making us truly unique in the industry. Trust us to simplify complex information, thoughtfully manage ongoing financial responsibilities and protect your legacy for generations to come.

 
 
 

Our Services

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WEALTH PLANNING

You want to preserve your wealth and your legacy. We simplify the wealth management process for you, creating and executing strategic solutions so you have more clarity, more time, and more peace of mind.

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FINANCIAL SERVICES & REPORTING

Working in partnership with you and your other advisors, we oversee your finances and provide consolidated reporting, giving you full transparency without the administrative burden.

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life management

By handling the day-to-day management of your affairs, we give you the space and freedom to focus on the business, personal and philanthropic interests and passions that are most important to you.

 
 
 

News & Insights

Blog
Redefining the Family Office
Family Office
Redefining the Family Office
Family Office

Since the 1800s with the J.P. Morgans and Rockefellers, families of great wealth have looked to private, single-family offices to help manage and administer their complex array of assets and protect their privacy.

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Family Office
7 Questions to Contemplate When Letting Go of Your Business
Education, Insight
7 Questions to Contemplate When Letting Go of Your Business
Education, Insight

One of the greatest joys of starting your own business is nurturing it, watching it grow, and see your vision transpire. Often, there comes a day, just as in raising children that you begin to realize it’s time to let go.

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Education, Insight
Service Above Self: The Matching Values of Rotary and Transcend Wealth Partners
Events, Community, Education, Charity
Service Above Self: The Matching Values of Rotary and Transcend Wealth Partners
Events, Community, Education, Charity

One of Rotary’s main themes is youth and education. As Rotary members, we volunteer in educational programs such as reading with elementary school children, fundraising for student scholarships, and hosting an international student exchange program.

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Events, Community, Education, Charity
 
 
 
“Transcend is our first phone call. A willing partner that’s worked alongside our family for decades, they’ve earned a place as a trusted advisor, advocate, analytic powerhouse, and lynchpin. They’ve helped us navigate the open-ended nature of modern wealth management, and they’re our go-to for new complex ventures.”
— F & B L
 
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