AscentFamily office executive professionals
Prepare your family office for continued success
As a senior family office executive you wear many hats – anticipating needs, executing on ideas and working to ensure you have the best resources to support the family and its goals.
We understand. Ascent can be your partner, expanding your capabilities and driving day-to-day efficiency, security and cost savings. Our full platform of family offices services – including private banking, investment capabilities and expertise in family legacy, leadership development and philanthropy – can be deployed in pursuit of your objectives as steward of the family’s wealth.
Customized to the family’s unique needs
No two families or family offices are alike. So you need flexible, scalable support from a partner that fully embraces the family’s unique goals, priorities and passions.
Ascent’s business model is designed for maximum flexibility, with capabilities, resources and technology that can be tailored to fit your requirements. Our teams – which operate on a very low client-to-advisor ratio – provide a boutique level of service that’s backed by the foundational strength of U.S. Bank. We integrate into your systems, combining our expertise with yours to take your practice to a new level.
A full suite of family office services
Ascent can supplement the strategies you employ as a family office executive in key areas such as:
- CFO services. Our expertise in information analysis, investment monitoring, net worth management and risk assessment helps to empower informed decisions.
- Wealth strategy. From estate planning to preparing for liquidity events, our experts can help you create a blueprint for multigenerational success.
- Philanthropic impact. We can work with you to plan, implement and administer a giving strategy that helps your client family support the people and causes they care about.
- Leadership and legacy. We help families articulate their values, gain education in finance and philanthropy, build leadership skills, and develop a culture of communication.
A trusted partner for family office executives
In the end your client’s impact will be far-reaching. As their family office executive you’ll be positioned to see more, solve more and focus on what matters most – the key decisions and family dynamics that are critical to generational wealth and succession.
We aspire to be your trusted partner, amplifying your client family’s purpose to create a better, more rewarding future.
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
Stay informed with our up-to-date reports on economic events and news from the markets.
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.
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.
Next step
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