Ascent Insights

Family office trends

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.

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.

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.

Browse all insights

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

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.

Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.

Security

Accessibility

Privacy

About U.S. Bank

Cobrowse