Amplify the impact of your wealth.
Ascent’s comprehensive services and advanced wealth technology help you build on your financial success while making a lasting impact from one generation to the next. We’ve taken our extensive experience working with successful families to create a set of private capital management services that address the unique needs of families with significant wealth.
Investment consulting
You’ll receive the personalized service of a boutique investment firm combined with the vast resources of U.S. Bank. We offer full investment management services, from policy design and portfolio construction to monitoring of special-purpose investments and customized reporting.
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. Our private bankers are an integrated part of your team, working to address and simplify your banking, credit and treasury needs.
Trusts and estates
With Ascent, you don’t have to choose between deep fiduciary experience and personal, engaged service. We deliver the best of both worlds by integrating our knowledge of your family with a broad view of your wealth picture, including banking, investment, family office services, and trust and estate needs.
Family office services
We believe that shared vision, communication and leadership are as key to family success as financial matters. Whether you want a robust family office option or specific elements like CFO services or philanthropic impact support, our services can be customized to fit your needs.
Building your family legacy
Your legacy extends beyond wealth. It’s shaped by an intentional focus on your values, achievements and aspirations–defining the opportunities and impact you leave behind. Our private capital management approach helps you sustain and grow your family’s success across generations, so your story continues to inspire and empower.
Explore our news and insights
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
Estate taxes: Who pays, how much and when
If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.
Ascent Insights - Wealth & Everything Else
Wealth & Everything Else is a podcast for individuals, families, and their advisors seeking thoughtful, practical insight into the responsibilities and opportunities that come with stewarding meaningful wealth.
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Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval.