Who we serve

Our clients have unique needs that require a tailored approach. Ascent provides hands-on, personal service combined with customized best practices to help them achieve great things. 

Featured clients

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Business founders and owners

Surrounding yourself with the right team is critical as you look to build on your business success and maximize it for the benefit of your family and community. We leverage best practices grounded in business strategy and the study of other successful families to help you sustain wealth and extend your legacy. 

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C-suite clients

From the people you employ to the causes you support, you’re used to making a positive impact on those around you. We’ll partner with you to identify priorities for the next phase of your life, uncover new opportunities and act as a trusted advisor to facilitate the stewardship of your wealth and values across generations. 

Ascent rising generation client at wall

Rising generations

As part of the new generation of leadership in your family you’ll play an important role in carrying your family’s legacy forward, but may do so in different ways. We’ll work with you to identify your priorities – business and philanthropic – and create a path forward that’s hands-on, collaborative and reflects your values.

Partners

Ascent executive partners

Family office executives 

You wear many hats in managing the business of the family you serve. Having the right tools and resources is critical. We’ll provide insights, information technology and a range of banking and investment services to eliminate challenges and increase your impact on the family and its goals.     

Ascent professional partners

Professional partners

You’re a trusted advisor to your clients, providing a wealth of knowledge as you explore opportunities to meet their needs. We partner with attorneys, CPAs, family office executives and other professionals like you to serve as an extension of your expertise, adding to your ability to make informed recommendations. 

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A partnership approach

To help you reach your goals we focus on sustainably growing your wealth and the possibilities it creates for your family. Central to our approach is the ability to partner with key stakeholders – whether members or partners – of your family.

Insights from our experts

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Market news

Stay informed with our up-to-date reports on economic events and news from the markets.  

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Is it time to add an outside perspective to your family business board?

Bringing on independent, objective advisors can help in making the tough decisions necessary to move your business forward. 

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How to become a philanthropist

Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.

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Disclosures
WI-002 Not-not-may: Bank only
XX-021 Tax/legal advice - Bank only
WI-201 Ascent Family Office Services
WI-118C EH Credit Products only