Support for the rising generation of family leaders

As part of the new generation of leaders in your family, your vision and voice are critical to the success of the family enterprise. Trillions of dollars are expected to transfer to the next generation within a decade. We want to ensure you’re well prepared to both sustain long-term wealth for your family and cultivate your own goals and passions – whether business or philanthropic.

Working together, we’ll create a path forward that’s hands-on, collaborative and innovative.

A purpose-driven approach to wealth management

As the most educated, digitally native and ethnically diverse rising generation, you’ll continue to steward your family’s legacy but may do so differently. Ascent can partner with you to design a purpose-driven experience to activate your wealth.

Guided by your goals

We strive to understand your unique goals, beliefs and perspectives in order to provide the best wealth and legacy recommendations.

Measurable, meaningful impact

From creating an investment plan that reflects your values to helping you make a meaningful difference in areas you’re passionate about, we prioritize action.

Education to expand capabilities

We offer educational opportunities in business, estate planning, and family history and governance to help you and your family grow human capital along with wealth.

Built on leading-edge technology

Our services are enabled by customized technologies that provide you with short- and long-term insights, and support decision-making around new opportunities.

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Fulfill your philanthropic goals

If you’d like to leverage your resources to make a positive, lasting impact on the world, Ascent can help. We’ll work with you to plan, execute and administer an effective giving strategy, including:

  • Defining the big-picture vision for your philanthropic efforts
  • Guiding you toward the giving vehicles that will best maximize your impact
  • Establishing and overseeing policies, procedures and reporting requirements
  • Administering your plan’s banking and investment needs
  • Managing grantmaking, from evaluating funding requests to tracking the impact of your support

 

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