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 Governance and Legacy

Family governance is simply the creation of an organizational structure that provides the guidelines a family applies to manage their shared resources together. Without a governance structure, decision-making processes may break down, resulting in confusion, miscommunication and lost opportunities.

Ascent Private Capital Management offers your family the guidance you need to create a “business plan” for your family financial enterprise. We provide counsel in how to build consensus and action around key needs, goals and benchmarks. We bring you best practices, help you develop your family vision and mission and provide you with well-considered advice on issues such as communication, trust, family dynamics, decision making and the roles of family councils and assemblies.

Among the most important functions of family governance is preparing the next generation to lead. Through facilitated family meetings, workshops and retreats, we structure a custom-tailored program of education and leadership development, including topics such as financial literacy, communication, negotiating, entrepreneurship, business transition, responsible wealth stewardship and more.

The ties that bind a family together include their shared stories, which too often are lost over time. Our historian helps you recapture these crucial narratives. Knowing your family history from its earliest days — and the hopes and dreams of the wealth creators — is helpful in identifying the values your family wants to build on and in cementing relationships between and among generations.

Many families are appreciative of their blessings and have a desire to make a difference. If you are one of those families and have chosen philanthropy as an important value, Ascent’s philanthropic services can help you. We offer a full spectrum of services, from philanthropic consulting to design, implementation and administration of private foundations. Through focused planning, we can help you leverage your giving and make the shift from a donor to a true philanthropist.

 

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.