San Francisco Family Office
San Francisco’s remarkable history is brimming with examples of individuals and families whose vision and leadership created companies that have thrived over generations, expanding their horizons from the West to the world. These are the families we serve in Ascent Private Capital Management. Visitors to Ascent's San Francisco family office, located in the heart of the city's Financial District, will enjoy views of the city and bay. The comfortable, creative environment is the ideal location for families to come together to create their future legacies as they re-envision the possibilities for their wealth and its impact on the world.
Martim de Arantes Oliveira
With almost 20 years of financial services experience, nearly all of it serving clients with significant wealth, Martim has the credentials and passion to lead Ascent Private Capital Management’s regional office in San Francisco. Applying his early experience as an analyst for a major financial institution and later a registered financial advisor in another large firm, in 2000 Martim founded his own wealth advisory firm in San Francisco. A decade later, when he sold the firm it had grown to $400 million in assets under management.
"With more than a decade of experience helping families steward their wealth across generations, I appreciate the multifaceted needs of high net worth families. I come from a family tradition of service, and I have devoted my career to working with clients on everything from family financial management and administration to family governance and philanthropic initiatives."
Martim earned his Bachelor’s degree from University College London and is an accredited Wealth Management Advisor and Portfolio Management Advisor. He is multi-lingual, fluent in Portuguese and conversational in Italian, Spanish and French.
Martim notes that his career has coincided with a number of global economic and financial crises that impacted clients. "Each time one of these events occurred, I became increasingly aware that trust is the most critical ingredient of an enduring and sustainable client/advisor relationship. We earn and retain our clients by demonstrating loyalty, integrity and intellectual rigor."
Integrated service from your regional team and national specialists
Addressing both the qualitative and quantitative dimensions of multigenerational wealth, Ascent takes a holistic approach to client service. Each regional office is staffed by a team of professionals that include managing directors of wealth strategy (trust and estate advisors), investment consulting, private banking and financial administration.
These subject matter experts work closely with Ascent's regional managing director, client advisory – the relationship manager who is the primary point of contact for the family and individual family members — and the managing director, client experience — the key contact for day-to-day client requests. Team members actively participate in client meetings, providing an uncommon depth and breadth of wealth management expertise.
Ascent Private Capital Management's unique wealth sustainability services are delivered by our national team. Headquartered in our Denver office, they work closely with the regional office teams and travel exclusively to meet with Ascent families and their advisors.
The national team is led by a senior managing director for wealth sustainability and includes senior wealth planners and strategic wealth coaches, all focused on helping families understand the broader impact of their wealth. They address issues of family governance and legacy, wealth planning and CFO services.
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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.
Wealth Sustainability services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services.
To the extent Ascent or other divisions of U.S. Bank have investment management or fiduciary administration responsibilities over your accounts under separate agreements, the scope of those agreements shall not be affected as a result of information you provide to Ascent or to which Ascent has access as part of its Wealth Sustainability services.
Wealth Sustainability services may include wealth dynamics coaching services in order to facilitate your self-assessment of wealth sustainability issues. These services are not psychological or counseling services. Ascent does not engage in the practice of psychology.