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.
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.
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.
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.
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.
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.
Stay informed with our up-to-date reports on economic events and news from the markets.
These steps can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.
Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.