Highly personalized services for every aspect of your wealth.




Estate Planning

Tax Planning

Philanthropic Planning

Business Planning

Cash Flow Planning

Retirement Planning

Asset Protection

NextGen Financial Education

Family Governance


Prepare & Facilitate Family Meetings

Document & Execute Meeting Outcomes

Strategic Planning with Beneficiaries

Diligence &


Operational Due Diligence on Investments

Review & Complete Investment Documents

Document & Execute Investment Decisions

Administer Capital Calls & Distributions

Financial Services & Reporting


Cash Management


Tax Compliance

Risk Management

Banking Services

Financial Coaching


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.

Transcend has anchored our family office by providing steady, timely and accurate information about our financial lives. They’re able to explain subtle points and take into account the human aspects of this business. Because of them, our family can make informed investment decisions, terminating poor ones early and letting the good ones run for many years.
— F.H.L.
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