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

7 Questions to Contemplate When Letting Go of Your Business

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.

Education, InsightCynthia CalderonOctober 23, 2020business owner

Service Above Self: The Matching Values of Rotary and Transcend Wealth Partners

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.

Events, Community, Education, CharityCynthia CalderonOctober 14, 2020community, event, Rotary, education, volunteer, golf, relationships, fundraising

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

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