Putting off your Will and estate planning for “later” is a great temptation. Though planning for your passing or incapacity can be an uncomfortable process, completing an estate plan can provide significant peace of mind to you and your loved ones.
Read MoreAt Transcend Wealth Partners, we know how important it is to celebrate all milestones, both big and small. We especially value celebrating people—as a family office, we prioritize forming trusted relationships with the people that matter most.
Read MoreYou have spent years nurturing and developing your company to reach a certain level of financial success and are ready to make an initial public offering (IPO). Before you reach the celebration at the end of this process, it's important to understand the considerations for each step. The IPO process is typically long, costly, and grueling. It can also be quite lucrative.
Read MoreSince 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.
Read MoreOne 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.
Read MoreOne 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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