Transcend Wealth Partners
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...
Transcend Wealth Partners
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.
General information
Firm type
Multi Family Office
Year founded
2018
AUM
—
Location
Region
North America
Country
—
City
Sonoma
Corporate office
—
Frequently asked questions
What is Transcend Wealth Partners?
Transcend Wealth Partners is a multi family office headquartered in Sonoma.
When was Transcend Wealth Partners founded?
Transcend Wealth Partners was founded in 2018.
Where is Transcend Wealth Partners headquartered?
Transcend Wealth Partners is headquartered in Sonoma, in the North America region.
What does Altss track for Transcend Wealth Partners?
Altss maintains an OSINT-verified profile of Transcend Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Transcend Wealth Partners's website?
Transcend Wealth Partners's public website is transcendwealthpartners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Transcend Wealth Partners?
Transcend Wealth Partners is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Transcend Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Transcend Wealth Partners?
Transcend Wealth Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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