Purpose-driven wealth management for business founders and owners

Running a successful business requires a strong team. You understand the importance of surrounding yourself with the right people. Managing your wealth is no different.

The perspective of a trusted partner can help as you look to build on your success and support the things you care about, including your family and community. Ascent’s multidisciplinary teams provide personalized service for all parts of your financial life. We’ll work to understand your values, uncover opportunities and help you make a positive impact for generations to come. 

Transition your business.

You’ve worked hard to build a successful business. Planning for the day you step aside can help ensure your interests are protected. Do you intend to sell to an outside party or maintain the business in your family? Is the next generation ready to take the reins? What are the risks and opportunities?

Together we’ll analyze your business transition opportunities and leverage integrated wealth strategies to help you work toward your objectives and maximize value. We’ll partner with you to:

  • Start conversations with key stakeholders. 
  • Utilize customized technology to drive informed decision-making. 
  • Determine the best structure for a sale or family transfer. 
  • Prepare the next generation of managers and owners.
  • Work with outside firms on issues such as valuation analysis.
  • Execute your estate, tax and succession plan.

Make a lasting impact.

What’s next for your family and its financial affairs after a business transition? The right capital management and wealth plan can position you to take on your next business opportunity and prepare to transfer assets to a new generation.

Maintaining your success and turning it to positive purposes also requires strong family structures and effective communication. For many families, that includes conversations around philanthropy and the values you want to transfer forward.

Ascent’s financial tools and resources – and understanding of best practices for multigenerational wealth – can help you preserve your hard-earned success and unite your family around a shared vision.

Our services

Family office services

Whether you want a robust family office option or specific elements, our services can be customized to fit your needs.


Investment consulting 

You’ll receive the personalized service of a boutique investment firm combined with the vast resources of U.S. Bank.

Private banking

You’ll have a single point of contact – your dedicated private banker – with access to the services of one of the world’s most respected banks.

Trusts and estates

With Ascent, you don’t have to choose between deep fiduciary experience and personal, engaged service.

Insights from our experts

Market news

Market news

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

Family beach

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.

Volunteer park

How private foundations can unify intergenerational families

Seventy percent of wealth transfers fail from one generation to the next. Private family foundations may provide intergenerational families an opportunity to overcome this challenge.

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Investment products and services are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.