Ascent helps families like yours achieve great things by supporting your mission, vision and values as well as your financial objectives. We partner with you to make a positive impact on people you care about and the world around you.
Our approach focuses on both the achievement of wealth and the possibilities it creates for your family by providing insights, tools and resources to advance your legacy goals. Since every family is unique, we tailor our work to your specific needs. We aim to be your family’s financial home, aligning your values and ambitions with investment strategy, tax implications, succession planning and other key areas.
What sets Ascent apart is our focus on assets beyond financial capital – including human, intellectual and social capital to effectively transition wealth between generations. We provide deep expertise and customized resources targeting the dynamics of family wealth and the challenges of sustaining it.
Communication, trust and preparation drive successful wealth transitions. Through planning sessions, interviews and reviews of your foundations and other estate structures, we help unite your family around a shared vision.
We provide education programs for your family members to help them understand your legacy intentions and incorporate them as partners in the succession process. This helps build a stronger family culture, and the capabilities and commitment of all generations.
Like a business, strategically organizing your family information, creating efficiency and streamlining workflows are critical to success. We use best-in-class technologies to deliver secure, customized information to you. Our technology is integrated into Ascent’s services, making it easy to gain a full perspective on your financial picture.
As an Ascent client, you’ll benefit from a service structure that blends personal attention with unique regional understanding and national reach. Our very low client-to-advisor ratio and team-based compensation model mean Ascent offers tailored, objective advice – always backed by the foundational strength, stability and transparency of U.S. Bank.
U.S. Bank is among the highest rated banks globally by Moody’s, with a baseline credit assessment of a2.3 This rating reflects U.S. Bank’s consistent historic outperformance relative to most U.S. and global banking peers.
Ascent’s holistic approach to the needs of family wealth is reflected in our multidisciplinary teams, where experts in areas such as philanthropy, legacy and governance work alongside our financial professionals. Our experts function as an integrated group to ensure that each part of your plan serves a larger vision.
From investment management to family office services, from trust and estate services to private banking, we have the expertise and resources you need. Everything we do, from our deeply personal approach to utilizing advanced technology, unlocks new possibilities to generate the greatest impact.
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