Ascent Private Capital Management of U.S. Bank has been awarded by Family Wealth Report as Best Multi-Family Office ($5 billion to $15 billion AUM / AUA) and for Outstanding Contribution to Wealth Management Thought Leadership for Michael Cole’s book More Than Money.
Ascent Private Capital Management of U.S. Bank wins the Private Asset Management private banking client service award.
Ascent Private Capital Management of U.S. Bank names Kelly Thomson head of new La Jolla, California office.
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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.