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.
Wealth Impact Planning
Going well beyond traditional financial and estate planning, Ascent wealth impact planning invites clients to think about the meaning and uses of their wealth today and in the future. We provide opportunities for your family to nurture and focus its financial, human, intellectual and social capital on endeavors that are meaningful and support your shared visions, values and talents.
Our suite of Wealth Impact Planning services helps families negotiate the often tricky interpersonal and intergenerational issues that so often lead to the dissipation of family wealth. Ascent's experienced professionals work with families to address their most fundamental questions:
- Will our current plan ensure that our family wealth and family values are successfully transferred to the next generation?
- How do we make our wealth a force for good?
- How do our heirs prepare themselves for wealth and responsibility?
Fully coordinated Wealth Impact Planning activities can include facilitated family meetings and retreats, educational workshops for individual family members or groups, and wealth dynamics coaching to address issues of family governance, communication, leadership development, personal fulfillment and responsible wealth stewardship. Of course, we also offer the full range of tactical wealth planning services that address wealth transfer, business succession, asset allocation, philanthropy, risk assessment, potential asset protection and family enterprise planning.
Ascent Wealth Impact Planning offers you the opportunity to discover how your family may create and sustain a legacy over multiple generations.
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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. |
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