Transcend Wealth Partners

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Transcend Wealth Partners Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Sonoma, CA, United States

Portfolio & Notable Allocations

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