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.
To help protect your financial capital, Ascent assists you in attending to the tactical tasks of wealth management, which include setting financial goals and developing entrepreneurial plans to work toward them, managing risk and creating diverse portfolios that strive to build wealth.
However, Ascent gives equal weight to the strategies that keep your financial enterprise healthy by helping you to develop robust governance structures that maintain your values, culture, and character; forge your unique vision and mission; maintain the ongoing communication that builds trust; uncover your family’s unique history; reinforce family unity; empower current leaders and educate the next generation.
Integrating both the financial and non-financial aspects of wealth sustainability requires a coordinated effort. Ascent Private Capital Management’s Wealth Sustainability practice deploys teams of professional advisors in every aspect of wealth management. These advisors work with families of significant wealth to develop ongoing, flexible programs that can enhance financial success while strengthening family cohesion and legacy across generations.
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.