What
We Do

OUR WEALTH MANAGEMENT SERVICES

Wealth is personal. Our wide range of customized services can
adapt to our clients’ needs, aspirations and priorities.

FINANCIAL AND RETIREMENT PLANNING

Create a comprehensive roadmap to achieve financial goals

PUBLIC AND PRIVATE INVESTMENTS

Build a diverse portfolio of public and private assets

INSURANCE
CONSULTING

Review and implement insurance needs

ESTATE
PLANNING

Define a financial legacy for your family

BANKING AND LENDING SOLUTIONS

Manage cash and liquidity needs with trust administration and fiduciary services

PHILANTHROPIC PLANNING

Define a philanthropic vision and make a lasting impact to a beloved cause

STRATEGIC ADVISORY SERVICES

Secure advice and discreet counsel on a wide range of financial matters

LIQUIDITY EVENT ADVISORY SERVICES

Navigate the monetization of a business

OUR INVESTMENT APPROACH

FREEDOM TO FIND THE BEST IDEAS

There are no sales quotas or conflicting priorities for Transcend’s advisors. They are free to use the full breadth of our offering to customize portfolios that can achieve our clients' goals.

A TEAM APPROACH

Our partnership model means Transcend advisors have access to in-house specialists and subject matter experts to provide clients with advice on any financial decision.

POWERFUL NETWORK OPENS DOORS

Through our leadership team, we leverage our extensive network to access investments in the public and private markets to create a differentiated investment platform.

A woman holds up an open laptop as the second woman looks at the screen.

An Institutional Approach to Individual Investing

Transcend uses its network to provide access to a wider range of asset classes that enhance the sources of investment returns compared to the traditional model.

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WHO WE SERVE

Our clients have worked hard to grow their wealth and we believe in helping them protect it – appreciating that their aspirations are deeply personal. Our clients are a thriving community of families, philanthropists, business owners, executives, retirees, entrepreneurs, working professionals and the next generation.