AscentRising generations
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.
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
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
How to become a philanthropist
Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.
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
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.