Best-in-class private banking is personalized as well as powerful. It combines the cash management and credit options you need with support from experts you trust. As a boutique firm within U.S. Bank, Ascent offers a personal relationship built around the resources of one of the nation’s highest-rated banks.
Our services – from deposit and lending options to efficient money movement to structured financing – are supported by wealth technology, and tailored for your requirements by a dedicated private banker and a team of professionals with experience in managing generational wealth.
Ascent’s cash management services streamline money movement and reporting for your entire family – from individual households to the central family office. Our integrated team approach allows us to better coordinate your needs across banking, investment and custody accounts. Services include:
Our clients have diverse balance sheets and complex financing needs. To meet their credit requirements we blend U.S. Bank’s breadth of private banking resources with personal attention from Ascent experts. Our capabilities include:
SinglePoint, our proprietary online suite of treasury management services, offers several benefits to clients with complex family enterprise environments who have a commercial account with Ascent.
Manage all your business and personal depository accounts via one online portal, with mobile access when you’re on the go.
SinglePoint can be configured for the most complex family offices and offers many reporting and money-movement capabilities including check, wire, ACH, Zelle and real-time payments.
Built-in fraud prevention tools and the ability to set permissions such as dual-control requirements provide the privacy and security you need.
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.
With Ascent, you don’t have to choose between deep fiduciary experience and personal, engaged service.
Stay informed with our up-to-date reports on economic events and news from the markets.
One of the most important lessons children will learn is financial literacy. These activities can teach your kids budgeting and money management skills to help them become financially self-sufficient.
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.