Ascent InsightsFamily office trends

Is a virtual family office right for you?

Unlike a traditional family office, a virtual family office operates remotely and relies on contractors. Learn the pros and cons of a virtual family office and explore if it could be right for your family.

Corporate Transparency Act: How might it affect your family office or business?

Family offices and small businesses are subject to the CTA, which aims to stop money laundering and terrorist financing. Learn the steps you need to take to be compliant with this newly enacted law.

7 things to look for in a family office CEO

A family office CEO is more than an administrator. They often become an extension of a family. Here are seven factors to consider when hiring a family office CEO.

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Best practices for starting a single family office

There are a few things to consider before starting a single family office. These best practices can provide insight about private wealth management for families.

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How to evaluate family office technology solutions

Current technology that aligns with your family office’s goals can create efficiencies and other benefits. Evaluate family office software against your needs.

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How to involve rising generations in the family enterprise

Help the rising generation find their place in family wealth management. Here are tried and tested ways to build a smooth transition into the family enterprise.

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Disclosures

Investment products and services are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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.

Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.