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Transcend Wealth Partners Overview
Type
Family Office - Multi
Year Founded
2018
General Information
Transcend Wealth Partners is a multi-family office headquartered in Sonoma, United States. Founded in 2018 by former single-family office executives and estate-planning professionals, the firm serves ultra-high-net-worth families through integrated wealth planning, tax compliance, family governance and comprehensive administrative services. Independent of investment advisory conflicts, it consolidates financial reporting across liquid, illiquid and philanthropic holdings while coordinating multi-generational education and concierge support—streamlining the stewardship of sizable private fortunes.
Contact Information
Website:
Website:
https://transcendwealthpartners.com
Year Founded:
2018
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
Sonoma, CA, United States
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