family office — Blog — Transcend Wealth Partners

Redefining the 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.

Family OfficeCynthia CalderonNovember 3, 2020family office, wealth stewardship, relationships, communication, trust, wealth management, investment strategy, estate planning, cash flow, financial modeling

Taking Care of our Elderly Today: an Era of Balancing Caution, Love and Humor

Taking care of our elders was difficult even before we were faced with a pandemic.

Insight, EducationCynthia CalderonSeptember 2, 2020wealth management, financial wellness, estate planning, relationships, COVID-19, family governance, family office

Celebrating a Milestone

Transcend Wealth Partners has leased a new office space in Petaluma, marking an exciting milestone for our growing business.

Events, Community, NewsCynthia CalderonNovember 3, 2019Transcend Wealth Partnerscelebration, community, event, family office, wealth management, financial planning, financial services, family governance, wealth planning, life management

Community Building Event

In the spirit of building community and a celebration of summer, my Transcend partners and I recently hosted a concert in my home in Incline Village, NV.

Events, CommunityCynthia CalderonAugust 20, 2019Transcend Wealth Partnerscommunity, event, local, gathering, members, wealth management, family office, 2019, financial planning, life management, financial wellness

Teamwork

One of the challenges we’ve had to overcome as a team is that all of us live in separate locations across the country. Welcome to the 21st century of virtual teams!

Insight, EngagementCynthia CalderonJune 18, 2019team, relationships, communication, trust, financial planning, wealth management, family office, technology, life management, financial services, family governance, advice

Sierra Nevada Top 20 Powerful Women

I was privileged to attend the recent award ceremony for the 2019 Sierra Nevada Top 20 Most Powerful Women hosted by the Northern Nevada Business View. I was genuinely impressed by the significant turnout of over 500 attendees, of course, mostly women but also a number of men in support of women.

Events, Insight, EngagementLauraJune 5, 20192019, financial planning, wealth management, family office, event, inspiration, women, empowerment, business

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