Strategic wealth planning for corporate executives

As a business leader you know the importance of leveraging the expertise of the talented people around you. Strong partnerships are critical to success.

Ascent can partner with you to design a unique experience that activates your wealth in all its forms, from financial to intellectual and social family capital. We’ll operate as your executive team, providing the infrastructure and services you need to pursue your goals and the possibilities wealth can provide.

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Support grounded in business strategy

Ascent approaches creating and executing a wealth plan like you approach achieving a key business objective. Our multidisciplinary teams work to understand your priorities, measure progress toward your goals and meet with you frequently to assess options and update your plan as needed. We focus on:

  • Sustainably growing wealth while providing insights, tools and resources aimed at supporting your passions and amplifying your purpose.
  • Applying best practices that are grounded in business strategy and our knowledge of how successful families transfer wealth and legacy across generations.
  • Offering a comprehensive suite of services spanning private banking, trusts and estates, investment consulting and the operation of family offices.
  • Providing leading-edge technology that supports decision-making around new opportunities.
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Sustaining wealth, legacy and values

Whether the next phase of your life focuses on new business opportunities, volunteer work in the community or setting your family up for continued success moving forward, we’ll help ensure your impact is far-reaching. Your Ascent team can work with you to:

  • Steward your wealth, through a capital management and wealth plan that positions you to take on new ventures and prepare to transfer assets from generation to generation.
  • Leave a lasting legacy, by supporting all aspects of your philanthropic vision – from clarifying your goals to administrating grants to tracking the impact of your funding.
  • Transfer your values to new family leaders, by educating them in key wealth topics, sharing learnings from family history and establishing strong, enduring governance structures.

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

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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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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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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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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