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.
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.
