Protect Your Most
Valuable Asset: Time.
Optimizing Your Time to Pursue What Matters to You Most
Crafting Your Family’s Ideal Future
What will your legacy be?
Managing generational wealth for families can be a complicated, multifaceted challenge that requires decades of experience and a delicate touch. At Ascent, our family office paradigm is founded on absolute loyalty and service to our families, and always begins with creating meaningful solutions within the family itself. As a family office, our ultimate goal is to help you secure and manage sustainable wealth for future generations, while considering the unique perspective of every family member.
The Most Important Thing
Wealth should enhance life—not complicate it. We create solutions that alleviate stress and help families focus on a happier, healthier future.
Your Investment Opportunities
Private Markets
Tax-Efficient Investments
Real Estate
Qualified Opportunity
Private Capital
Private Equity Secondaries
Deep Network Sources
Private Placements
Our Methodology
Goal-oriented: We consider the micro (the members) and macro (the entire family) in every decision.
Opportunity-driven: We provide access to specialized investment tools and vehicles tailored to each family’s profile.
Education-focused: We guide our families through strategic governance as well as wealth and estate management.
Lifestyle-driven: We create custom solutions that accommodate your family’s day-to-day lifestyle (and long-term aspirations).
Future-focused: Always looking ahead at what tomorrow might bring
Your Personal CFO
Our financial acumen draws upon numerous private-sector resources that help us provide specialized, often overlooked insights into our clients’ organizations. As a Personal CFO, we often help our clients discover new efficiencies and streamline operations in order to preserve and reinvest capital.
Powerful Resources for Your Wealth Creation Journey
Investments
Banking and Credit Consultation
Public and Private Investments
Tax Strategy and Planning
Planning
Banking and Credit Consultation
Wealth Strategy and Liquidity Planning
Estate, Philanthropy, and Legacy
Lifestyle
Family Governance and Education
Lifestyle and Wellness Resources
Asset Protection Strategies