Amplify the impact of your wealth.

Ascent’s comprehensive services and advanced wealth technology help you build on your financial success while making a lasting impact from one generation to the next. We’ve taken our extensive experience working with successful families to create a set of services that address the unique needs of families with significant wealth. 

Family office services 

We believe that shared vision, communication and leadership are as key to family success as financial matters. Whether you want a robust family office option or specific elements like CFO services or philanthropic impact support, our services can be customized to fit your needs. 

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Investment consulting 

You’ll receive the personalized service of a boutique investment firm combined with the vast resources of U.S. Bank. We offer full investment management services, from policy design and portfolio construction to monitoring of special-purpose investments and customized reporting. 

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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. Our private bankers are an integrated part of your team, working to address and simplify your banking, credit and treasury needs. 

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Trusts and estates

With Ascent, you don’t have to choose between deep fiduciary experience and personal, engaged service. We deliver the best of both worlds by integrating our knowledge of your family with a broad view of your wealth picture, including banking, investment, family office services, and trust and estate needs. 

Ascent wealth strategy

Focused on values

We focus on your values, not just your family’s valuables. All of our services are grounded in your vision to help ensure your wealth has the impact that you desire. This enables you to focus on the achievement of wealth and the possibilities it creates for your family.

Insights from our experts

Market news

Market news

Stay informed with our up-to-date reports on economic events and news from the markets. 

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Considerations for family legacy planning

These steps can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.

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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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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