Building your family legacy
We focus on both wealth and the possibilities it creates for you.
As a family with significant resources, the success you’ve achieved is an opportunity to support the people you care about, shape your community and provide for future generations. Ascent Private Capital Management®of U.S. Bank partners with families like yours to help you grow wealth and build a legacy on your terms.
Our approach is high touch and personal. We take the time to understand your needs and tailor our financial and family office services to fit them. Everything we do is based on best practices for multigenerational wealth. Working together, we’ll create a blueprint for cultivating your wealth in all its forms, from financial resources to human and intellectual capital.
Your financial needs, family dynamics and goals are unique and likely to change over time. You deserve a partner who’s invested in your success and can draw from a range of resources to craft custom strategies.
Ascent offers a best-of-both-worlds approach: a boutique experience backed by the safety, stability and sound financial management of U.S. Bank. You’ll benefit from the personal touch of a team that works to understand your goals and serve as trusted advisors. At the same time, your team can tap into resources in specialized areas that may be critical to your success. The result? A comprehensive portfolio of services and wealth strategies, managed by advisors who know your needs inside and out.
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These steps can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.
Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.