Preserve, nurture, and
live your legacy.

 
 
 
 
 
clouds transcend.png
 

We’re a boutique family office helping ultra-high net-worth individuals and families manage their wealth with ease.

 

Trusted.

Thorough.

thoughtful.

We partner with you to create strategic solutions that simplify your financial life, giving you the freedom to do what you want to do instead of what you have to do.

We believe wealth is not just about money—it’s about your legacy. We will work with you and for you to protect, support, and expand your legacy for generations to come.

 
 

Our Services

noun_Planning_1078237 (1).png

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.

noun_Growth up_1256582 (1).png

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.

noun_Family_1248029 (1).png

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.

 
 
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
 
orange box.png