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.
Family Education & Retreats
Our Wealth Impact Planning family education curriculums are designed to help families flourish and secure a thriving legacy supported by shared visions, values and talents. To that end, we offer educational workshops and seminars and build customized education programs to help families increase their intellectual, human and social capital.
Family Meetings
Holding effective family meetings can be critical to building trust, strengthening communication and making constructive decisions.
We find that families that learn together, play together and explore interests, strengths, and values together are those best poised to sustainably steward and share their wealth.
We can help plan and facilitate family meetings so that they can be more productive, applying the same "best practices" used in business settings. Our goal is to help families and the family enterprises become more effective, independent and self-sufficient.
Customized Education Plans
Personal development and education can play a critical role in the successful transition of wealth and continuity of family. Ascent can design a customized education and development plan for each individual and for specific roles within the family enterprise. Families can select existing programs from our full catalog of workshops, or we can create new programs to help you meet your specific goals and needs.
Programs include:
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Tactical and quantitative topics (investments and wealth planning)
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Relationship topics (family communication, making collaborative decisions, team-building and leadership development)
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Participatory activities (vision statements, hands-on philanthropy and story-telling)
Family Retreats
Holding a family retreat combines all the potential benefits of family wealth education and family meetings in a memorable, fun and relationship-enhancing atmosphere.
With a goal of attending to the mind, body and spirit, in addition to learning opportunities, time is devoted to family bonding, physical activities and exploration of area sites and treasures.
All generations of the family are welcome and encouraged to attend. We facilitate concurrent activities for all ages and experience levels, including children. Logistics can be fully handled by Ascent, allowing your family to get the most out of your time together.
A Luxury Retreat Experience
Retreat and family education experiences and locations are customized and selected in collaboration with each family. Our team is happy to make appropriate recommendations, such as one of the following luxury resorts.
Poolside
Nighttime Patio Dining
Interior Room View
Exterior Garden Courtyard with Palm Trees
Sunset over the Beach
Retreat Destination Gallery
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Poolside -
Nighttime Patio Dining
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Interior Room View
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Exterior Garden Courtyard with Palm Trees
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Sunset over the Beach
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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. |
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.