A partnership that extends your expertise

You’re a close and trusted advisor to your clients, providing a wealth of knowledge and insight as you seek to address their issues. Ascent can be a partner to you and your clients – serving as a complement to your expertise.

Ascent partners with attorneys, accountants, consultants and other professionals, combining our skills with yours to do what’s best for the client. We can work together on client issues or – at your request – Ascent can take sole responsibility for aspects of the relationship. However we collaborate, Ascent provides a boutique experience, backed by U.S. Bank, to give clients the personal attention and level of service they deserve.

Helping your clients protect and shape their legacy

What sets Ascent apart is our focus on the financial aspects of family wealth and elements beyond the bottom line: the human, intellectual and social capital that drive the successful management of wealth.

With your client’s goals and priorities as a starting point, we take a balanced approach that focuses both on the sustainable growth of wealth and the possibilities that wealth can provide. Key features include:

  • Alignment around purpose and clarifying the family’s mission, vision and values
  • Establishment of a “financial home” to better coordinate key decisions
  • Preparation of the next generation to steward the family’s wealth and legacy

Everything we do is designed to amplify your client’s purpose and support multigenerational success.

Services that complement your practice

Ascent’s tools, customized technologies and industry-leading insights into the dynamics of family wealth complement your practice and expand the scope of your client service. We provide expertise in:

  • Investment consulting
  • Private banking
  • Trust and estate services
  • CFO services
  • Wealth strategy
  • Philanthropic impact
  • Leadership and legacy

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.