Transcend Wealth Partners
Finance · 1-10 Employees
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Overview
Phone Number
(707) 240-4448Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Transcend Wealth Partners
Transcend Wealth Partners is a boutique, non-investment advisory family office that specializes in helping ultra-high net-worth families manage their wealth. They offer a turn-key private family office solution that simplifies complex financial responsibilities, ensuring clarity and peace of mind for their clients. Their services include wealth planning, financial services and reporting, and life management, allowing clients to focus on their personal and philanthropic interests. With a commitment to preserving and nurturing family legacies, they serve clients across the United States.Explore more
Transcend Wealth Partners Org Chart
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Transcend Wealth Partners is a boutique, non-investment advisory family office that specializes in helping ultra-high net-worth families manage their wealth. They offer a turn-key private family office solution that simplifies complex financial responsibilities, ensuring clarity and peace of mind for their clients. Their services include wealth pla... Read More
