Ascent Private Capital Management of U.S. Bank

Firm overview

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, with teams comprised of professionals skilled in all aspects of wealth management.

Products and/or services

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 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.

Contact information

Primary contact: Jim Sullivan, Managing Director, Private Banking
james.sullivan2@ascent.usbank.com
513-629-8202
425 Walnut Street, Suite 2100
Cincinnati, Ohio 45202
ascent.usbank.com

Year Company/Firm Founded: 1863