A Fully Integrated Approach

Ascent Private Capital Management advisors address both the strategic and tactical dimensions of multigenerational wealth with a fully integrated and balanced program designed to help benefit your family now and for generations to come.

CFO Services

Managing great wealth can be complex and perplexing. Trying to oversee family wealth without adequate systems to generate critical data, protect assets and ensure operating efficiencies may consume more than just time and energy. It can jeopardize the long-term sustainability of the wealth itself.

Ascent Private Capital Management advisors offer a variety of CFO services, allowing you to enjoy what you’ve worked for, so you can concentrate on what your wealth can do rather than accounting for what it is.

Information Management
A decision is only as good as the information that supports it — and less than optimal decisions can result in risks to family wealth. For those with a complex set of financial advisors, custodians and holding structures, figuring out how you’re doing may be a daunting task. Ascent’s Information Management specialists provide complete portfolio reporting of all your custodians and managers. This reporting allows you to better understand your exposures across all asset classes and categories and includes such services as account aggregation, investment performance calculation and benchmarking.

Especially today, it is essential to be vigilant about information security. Aging or consumer-based systems may be unable to handle increasingly complex requirements and may be vulnerable to cyber-attack. Applying bank-level security, we continually make significant investments in our systems and monitor them closely to keep your information private and secure.

Net Worth Management
Enabled by our Information Management services, Net Worth Management is the summation of your entire financial picture, where we can aggregate, build and monitor your entire balance sheet and cash flow statement. Additional options include quarterly reporting, financial enterprise modeling, K-1 tracking and income tax organization. Having a complete view of your finances, we are able to offer best practices advice and give you the data you need for effective decision making in the best interests of your family.

Cash and Liquidity Management
Many families (especially those with a family business or single family office) have a complex combination of personal and business deposit accounts, and require expanded cash reporting capabilities and forward-looking cash flow planning analysis. They also need strong operational capabilities and controls over frequent money movement.

Ascent’s specialists can provide short-term liquidity planning, long-term cash flow analysis, money movement, bill payment solutions and advanced analytics and security functions. Establishing efficiencies, controls and forecasts around your money movement can provide peace of mind and important information for decision-making.


Investment products and services are:
Not a Deposit   •   Not FDIC Insured   •   May Lose Value   •   Not Bank Guaranteed   •   Not Insured by any Federal Government Agency


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

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.

Wealth Sustainability services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services. Wealth Sustainability services may include strategic wealth coaching services in order to facilitate your self-assessment of wealth sustainability issues. Ascent does not engage in the practice of psychology.