Trust, truth, and an unwavering commitment to client service allow us to guide you through new challenges with peace of mind.
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Cynthia Calderon reflects on 20 years at Transcend Wealth Partners with her co-founder, Maya Boguslavsky. She considers the values and connections that inspire and sustain us, and observes that it all starts with gratitude...
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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.
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At 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.
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You 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.
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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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