Bringing your mission, vision and values to life

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.

A differentiated approach

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.

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Alignment around purpose

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.

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Preparing the next generation

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.

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Utilizing advanced technology

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. 

Organizational chart showing the structure of Ascent Private Capital Management within U.S. Bank. Ascent Regional Teams are part of the larger Ascent National Team, which is a division of the U.S. Bank Asset Management Group and U.S. Bank as a whole.

Personal attention, vast resources 

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.

2022 Ethispehre

Reputation

U.S. Bank has been named one of the World’s Most Ethical Companies for the eighth consecutive year by the Ethisphere Institute.1

Family Wealth Award

Recognition

Family Wealth Report recognized Ascent’s CFO Services as the 2022 Multi-Family Office client initiative winner for launching its breakthrough CFO Services reporting platform, and Enwoven, a digital offering that helps clients document their family histories.2

Moody's

Rating

U.S. Bancorp, the parent company of U.S. Bank, is among the highest rated banks globally by Moody’s, with a standalone baseline credit assessment of aa3.3 This rating reflects U.S. Bancorp’s consistent historic outperformance relative to most U.S. and global banking peers. 

A multidisciplinary team of experts

Ascent’s holistic approach to the needs of family wealth is reflected in our multidisciplinary teams, where family historians and 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.  

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Services to amplify your impact

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.

Insights from our experts

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.  

Best practices for starting a single family office

There are a few things to consider before starting a single family office. These best practices can provide insight about private wealth management for families.

How to elevate female role models in your family story

Every family tree is full of amazing female role models. Oral history can be an effective way to record their stories and raise the profile of the women in your family.

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Disclosures
  1. U.S. Bank named one of the “World’s Most Ethical Companies®” Ethisphere Institute, February 2022 (also 2021, 2020, 2019, 2018, 2017, 2016 and 2015); for more information about the ‘World’s Most Ethical Company’ designation and scoring methodology, please visit www.worldsmostethicalcompanies.com.

  2. For more information on the Family Wealth Report Awards go to
    https://clearviewpublishing.com/events/the-ninth-annual-family-wealth-report-awards-2022

  3. Based on Moody’s Investor Service, Credit Opinion, March 19, 2021.

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Investment products and services are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency

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.

Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.