What do you know about
Great Wealth Transfer?

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$64 Trillion

Wealth Transfer expected from Baby Boomers to their Heirs in the next 20 years

Millenial workforce
#1

Millennials poised to be the richest and most influential generation

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83%

Millennial and Gen Z investors want their views on social and environmental issues to impact wealth managers

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25%

Gen Z taxpayers feel stressed regarding tax filling and financial matters

Are you ready for your Great Wealth Transfer?

Take this 2-Minute Quiz to find out!

About Us

With a mission for Financial Mindfulness, Yogi CPA created this educational site to help young professionals and family offices prepare for the Great Wealth Transfer.

Our name, "Transcend", is inspired by a book of the same name by Scott Barry Kaufman, a psychologist who studied Maslow's hierarchy of needs. We believe there are more to humanity than self-actualization. We seek to elevate the next generations to transcendence values with their financial impact.

Yogi CPA's employees alongside Zunie (CEO of the company)