Your family may have dozens or even hundreds of trusts requiring fiduciary expertise, from directed trustees and administrative trustees to specialized positions. Filling those roles – and finding the right mix of professional knowledge and personal attention to meet your needs – can be a challenge.
Ascent clients don’t have to choose between corporate trustees or a personalized relationship. By staffing our client relationship teams with fiduciary experts, integrating trustee services with banking, investments and other family office services, and providing situs options and specialized asset management, we deliver a best-of-both-worlds experience.
Our approach to trust and estate services is unique. We center our services within the local client relationship team to help ensure your individual needs are anticipated and met, and decisions are made in the context of your overall wealth plan.
Ascent relationship teams are staffed with former practicing estate planning attorneys and other professionals with years of experience. They’re uniquely qualified to provide guidance on all aspects of your fiduciary plan, from selecting the right type of trust to the best combination of corporate, family member and family office trustee roles to optimize results.
The situs of your trust – the state where it’s administered – can have a significant impact on its effectiveness as a planning tool, with different jurisdictions offering unique advantages in key areas such as taxation.
Ascent’s fiduciary model is built around maximum trust situs flexibility. Our experienced professionals can provide guidance on the optimal location and structure for both new and existing trusts. In addition to offering situs in the states where our client teams are based, we have in-house experts in Delaware, Nevada and South Dakota – states that provide potential benefits as trust situs locations.
Continuity is key to an effective trust and estate strategy. With our expertise in managing multiple complex trust structures and offering situs recommendations that optimize our client’s experience, Ascent can bring all trust services under one roof. Depending on your needs, we can also provide:
Whether you want a robust family office option or specific elements, 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.
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.
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These steps can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.
A variety of factors can impact how you distribute your estate to your beneficiaries. Doing so fairly and equitably may require some creative thinking.