Services and support that are an extension of your family

Our belief is that financial decision-making should be supported by a shared family vision, strong governance and empowered rising leaders. To help ensure your wealth and purpose successfully transfer from one generation to the next, we offer comprehensive family office services including CFO services, wealth strategy, philanthropic impact and legacy planning.

Adaptable to your needs

We tailor our services to your needs, whether simple or complex. Ascent can act as your family office or provide specialized expertise based on your priorities. 

Led by multidisciplinary teams 

Each Ascent office is staffed with a dedicated local team of experts who cover the wide breadth of disciplines key to a successful family office.  

Focused on more than financial capital

Our support extends to the well-being and growth of family members, and your family vision. 

Powered by technology

Ascent brings together cutting-edge technologies to support key processes and give you the data and access you need. 

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CFO services

Ascent provides financial management tools and expertise to support the CFO function of your family office, including: 

  • Information management. We partner with you to collect, organize and report key family investment data.

  • Investment monitoring. Bringing investment assets under one management system can provide a full perspective on your portfolio.

  • Net worth management. Ascent provides insights to protect and grow your balance sheet inclusive of all asset types, liabilities and transaction data.

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Wealth strategy

A comprehensive wealth strategy can be a blueprint for multigenerational success. Ascent’s family office services include partnering with you to create a strategic plan that addresses your current financial risks and opportunities while plotting a course for the future. We do this by:

  • Evaluating and prioritizing family financial goals.

  • Implementing effective safeguards against financial risks. 

  • Planning for trusts and estates. 

  • Preparing for complex business transitions or liquidity events. 

  • Re-energizing investment and entrepreneurial strategies to perpetuate wealth. 

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Philanthropic impact 

Philanthropy is the focus of many of our clients’ stewardship objectives. Our family office services include resources and expertise to help families make the positive impact they desire.

  • Strategic consulting. We help you identify your goals and establish a mission, vision and priorities for your philanthropic efforts.

  • Charitable administration. Well-executed philanthropic plans require knowledgeable oversight. We attend to legal and tax compliance and day-to-day administration of the family foundation.

  • Grant management. We support foundation grantmaking by evaluating requesting organizations, ensuring alignment with the foundation mission and tracking impact.

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Leadership and legacy

Supporting leadership and legacy is key to the lasting success of your family – financial or otherwise. Wealth can be created in one generation, but whether it’s maintained depends on the values, abilities and governance of successive generations. We facilitate conversations and planning sessions to: 

  • Drive family communication and shared decision-making.

  • Establish governance for the overlapping spheres of family, business and ownership. 

  • Educate family members in key areas such as wealth, business, and trusts and estates.

  • Share learnings from family history to build a strong foundation for rising generations. 

  • Shape your philanthropic vision for the future.

Other Ascent services

Investment consulting

You’ll receive the personalized service of a boutique investment firm combined with the vast resources of U.S. Bank.

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. 

Trusts and estates

With Ascent, you don’t have to choose between deep fiduciary experience and personal, engaged service. 

Insights from our experts

Market news

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

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 elevate female role models in your family story

Every family tree is full of amazing female role models. Oral history can be an effective way to record their stories and raise the profile of the women in your family.

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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