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. 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.

Contact Information:

Primary Individual Contact:

Jim Sullivan, Managing Director, Private Banking
425 Walnut Street, Suite 2100
Cincinnati, Ohio 45202
Year Company/Firm Founded: 1863