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.
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:
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:
Whether you want a robust family office option or specific elements, our services can be customized to fit your needs.
You’ll receive the personalized service of a boutique investment firm combined with the vast resources of U.S. Bank.
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.
With Ascent, you don't have to choose between deep fiduciary experience and personal, engaged service.
Stay informed with our up-to-date reports on economic events and news from the markets.
Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.
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.