# Transcend Wealth Partners

Transcend Wealth Partners is a Multi Family Office based in Woodmere, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Woodmere, United States
- **Region:** North America
- **Address:** Sonoma, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** transcendwealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/transcendwealthpartners/

## Regulatory record

- **CRD number:** 292210
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292210

## About

Transcend Wealth Partners was established in 2018 by Maya Boguslavsky and Cynthia Calderon. Both founders previously held senior roles at single-family offices and wealth-management firms. The firm serves a limited number of ultra-high-net-worth clients with integrated estate planning, multigenerational education, and day-to-day financial administration. Services center on wealth planning, consolidated financial reporting, and life management. The firm coordinates with external investment advisors rather than managing assets itself. Confirmed client exposure includes digital assets and direct co-investments in early-stage companies. Geographic reach covers North America and Asia, with offices supporting clients in the San Francisco Bay Area, Greater Philadelphia Area, and Nevada. The team includes Ross Granahan as CFO/Controller, who oversees accounting and crypto-asset administration. Additional professionals handle investment data, tax compliance, and IT security. The firm maintains memberships in the American Bar Association, San Francisco Estate Planning Council, and Women in Family Office. It also supports the Community Foundation Sonoma County. Transcend Wealth Partners maintains separation from investment advisory to avoid conflicts. This posture allows it to act as an independent coordinator for families that already maintain relationships with multiple external managers and direct holdings.

## Sectors

- Digital Assets
- Wealth Planning

## Offices

- San Francisco Bay Area
- Greater Philadelphia Area
- Nevada

## People

- Maya Boguslavsky — Founder
- Cynthia Calderon — Founder
- Ross Granahan — CFO/Controller

## Questions

### Who runs investment decisions at Transcend Wealth Partners?

Transcend Wealth Partners does not provide investment advisory services. External managers and family principals retain authority over asset allocation and manager selection.

### Does Transcend Wealth Partners participate in fund commitments or only direct deals?

The firm coordinates reporting on client holdings that include direct co-investments and SPVs. It does not commit capital on behalf of clients.

### What investment stages does Transcend Wealth Partners typically target?

Client portfolios include exposure to startup-stage companies. The firm itself does not select or underwrite these positions.

### How does Transcend Wealth Partners source proprietary deal flow?

The firm does not source investment opportunities. Its role is limited to administrative consolidation and governance support for existing holdings.

### What is Transcend Wealth Partners known posture on co-investments alongside external GPs?

Client holdings include direct co-investments. The firm records and reports these positions without participating in selection or negotiation.

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Last updated: 2026-06-03T20:00:00.000Z

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