Ascent Private Capital Management of U.S. Bank was established for families who want to preserve their assets and put their fingerprint on history. Families who want to re-envision the powers and uses of wealth and who want to do great things for themselves, future generations and society. Ascent Private Capital Management is different. Each Ascent team serves a limited number of families. Our Ascent team comprises professionals skilled in all aspects of wealth management.
Services and/or Products:
Working side-by-side with you, your family and with your trusted advisors, Ascent addresses both the qualitative and quantitative dimensions of multigenerational wealth. Ascent provides comprehensive, integrated services to build a unified family team. Key services provided by Ascent include: Investment Consulting – providing strategic asset allocation, manager selection and portfolio management, Financial Administration – providing cash management and bill pay services, Information Management – providing data aggregation and asset management performance reporting, Private Banking – providing customized financing for individuals and business owners, Wealth Impact Planning – providing wealth transfer and business succession planning and an unparalleled Client Experience – with a highly skilled, multi-disciplinary team.
Past/Current Involvement with the Goering Center:
U.S. Bank has been a key financial supporter and Corporate Partner of the Goering Center for a number of years. Building on that legacy, Ascent Private Capital Management has stepped forward as a Corporate Partner and exclusive Sponsor of the new Road Map Institute for Entrepreneurial Families
Special Offer(s) for Goering Center Core Members:
Ascent Private Capital Management is pleased to offer one of our Wealth Dynamic Coaches, a professional in mission, vision, and family values, to facilitate a discussion at a Core Member Breakfast. The Ascent Wealth Dynamics Coach will lead the audience in a qualitative exercise designed to improve family dynamics and communication among family members.