Highly personalized services for every aspect of your wealth.
Wealth
Planning
Estate Planning
Tax Planning
Philanthropic Planning
Business Planning
Cash Flow Planning
Retirement Planning
Asset Protection
NextGen Financial Education
Family Governance
Facilitation & Preparation of Family Meetings
Documentation & Execution of Meeting Outcomes
Strategic Planning with Beneficiaries
Investment
Compliance
Operational Due Diligence on Investments
Review & Completion of Investment Documents
Documentation & Execution of Investment Decisions
Administration of Capital Calls & Distributions
Financial Services & Reporting
Cash Management
Accounting
Tax Compliance
Risk Management
Banking Services
Financial Coaching
Dashboards
Financial Statements
Investment Performance
Cash Flow
Life Management
Bill Paying
Property Management
Document Retention
General Administration
Concierge Services
Special Services
Legal Support
Transition Planning & Implementation
Operations Management for Direct Holdings
Transcend Wealth Partners does not offer investment advisory services.
