New members

Welcome to our New Patron Member: Ascent Private Capital Management

Ascent Private Capital Management offers clients with significant resources the comprehensive, integrated services they need to help them provide for their families today and to secure a legacy that could transform the world for generations.

We begin by understanding not only your family's financial situation, but also its legal architecture, goals, interpersonal dynamics, risk tolerance and governance structure (if there is one). By carefully integrating "traditional" wealth management services with leading-edge "wealth impact planning," we help your family identify and shape a sustainable legacy, and then implement the appropriate activities based on your priorities. Our recommendations are detailed in an action plan with specific deliverables and a customized, rolling 12-month activity timeline.