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

 

Prepare & Facilitate Family Meetings

Document & Execute Meeting Outcomes

Strategic Planning with Beneficiaries


Investment
Due
Diligence &
Compliance

 

Operational Due Diligence on Investments

Review & Complete Investment Documents

Document & Execute Investment Decisions

Administer 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.

 
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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