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.
Safeguarding your wealth and positioning it to be available for future generations requires sophisticated planning and tactics, but must also be based on your family’s strategic mission and values. Ascent Private Capital Management designs specific plans grounded firmly in your values and objectives, to help you realize your dreams for your family and its legacy.
Estate and Financial Planning
In an ever-evolving legal, tax and regulatory environment, it’s imperative to have an experienced partner to help you monitor and design your financial architecture, legal structure and estate plan. At Ascent, we work with your legal and tax advisors to do this. Our services include planning related to income and estate taxes, retirement, executive benefits, concentrated positions, charitable goals, business succession, risk management and insurance. Importantly, though, our approach does not end with a “plan,” but includes ongoing monitoring and analysis to react to changes within your family and the financial and legal environment.
Family business transitions can be especially tricky to negotiate. In many cases, the business has been the family’s rallying point. After a sale, where will the family gather now? What are the shared values? How will your family make the move from a business-owning family to a financial family with the least amount of upheaval and stress? And, how will you address tax impacts, private investments, financial controls and other new issues?
Ascent’s team of specialists helps you experience a smoother transition by assisting with articulating your strategic vision, designing governance structures, coaching new leaders, preparing for a sale or transfer, providing tax and financial planning and managing the transition to a financial enterprise.
All financial decisions include an element of risk. To mitigate those, our Risk Management platform focuses on asset and creditor protection, estate liquidity, property and casualty loss and personal liability. Other services Ascent might facilitate for you encompass personal safety, travel security, reputation management, employment practices and information and cyber security.
Investment products and services are:
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.