Transcend Partners

Tranquility Partners, LLC is a registered investment advisor based in Brentwood, Tennessee, specializing in wealth management and asset management for multi-generational families across 26 states and the District of Columbia. The firm is led by CEO Jim Baker and Principal/COO John Crawford, providing customized fiduciary oversight and financial strategy.

Truvvo Partners, based in New York, is a U.S. investment management firm focused on providing strategic advice, wealth planning, and direct private investing services to large, complex families. Acquired by Lazard Asset Management, it now operates within Lazard Family Office Partners managing $8 billion in assets.

Emergent Strategic Partners, founded in 2019 and headquartered in Los Angeles, is a management consulting firm specializing in building partnerships that help emerging businesses secure large customers and aid family offices in investing in innovative ventures. The firm focuses on financial services and strategic growth.

Oval Partners, a San Francisco-based private equity firm founded in 2015, functions as a multi-family office providing liquidity, growth capital, and acquisition funding primarily to founders in business and tech-enabled services, software/SAAS, and industrial technology sectors across North America.

Partners Path is a U.S.-based investment firm specializing in multifamily and mixed-use real estate, with a focus on high growth markets. They also invest in various asset classes, including industrial and hospitality, as well as selective venture capital and private equity opportunities.

TTC Equity Partners is a private investment firm specializing in acquiring and supporting middle-market businesses to foster long-term growth and shar...