AscentBusiness founders and owners
Purpose-driven wealth management for business founders and owners
Running a successful business requires a strong team. You understand the importance of surrounding yourself with the right people. Managing your wealth is no different.
The perspective of a trusted partner can help as you look to build on your success and support the things you care about, including your family and community. Ascent’s multidisciplinary teams provide personalized service for all parts of your financial life. We’ll work to understand your values, uncover opportunities and help you make a positive impact for generations to come.
Transition your business.
You’ve worked hard to build a successful business. Planning for the day you step aside can help ensure your interests are protected. Do you intend to sell to an outside party or maintain the business in your family? Is the next generation ready to take the reins? What are the risks and opportunities?
Together we’ll analyze your business transition opportunities and leverage integrated wealth strategies to help you work toward your objectives and maximize value. We’ll partner with you to:
- Start conversations with key stakeholders.
- Utilize customized technology to drive informed decision-making.
- Determine the best structure for a sale or family transfer.
- Prepare the next generation of managers and owners.
- Work with outside firms on issues such as valuation analysis.
- Execute your estate, tax and succession plan.
Make a lasting impact.
What’s next for your family and its financial affairs after a business transition? The right capital management and wealth plan can position you to take on your next business opportunity and prepare to transfer assets to a new generation.
Maintaining your success and turning it to positive purposes also requires strong family structures and effective communication. For many families, that includes conversations around philanthropy and the values you want to transfer forward.
Ascent’s financial tools and resources – and understanding of best practices for multigenerational wealth – can help you preserve your hard-earned success and unite your family around a shared vision.
Our services
Family office services
Whether you want a robust family office option or specific elements, our services can be customized to fit your needs.
Investment consulting
You’ll receive the personalized service of a boutique investment firm combined with the vast resources of U.S. Bank.
Private banking
You’ll have a single point of contact – your dedicated private banker – with access to the services of one of the world’s most respected banks.
Trusts and estates
With Ascent, you don’t have to choose between deep fiduciary experience and personal, engaged service.
Insights from our experts
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
Is it time to add an outside perspective to your family business board?
Bringing on independent, objective advisors can help in making the tough decisions necessary to move your business forward.
How private foundations can unify intergenerational families
Seventy percent of wealth transfers fail from one generation to the next. Private family foundations may provide intergenerational families an opportunity to overcome this challenge.
Next step
Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.