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Ascent Private Capital Management

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Ascent Private Capital Management

Overview:

A New Understanding of Wealth

A family's long-term impact on issues that matter to them requires a seamless transfer of resources from generation to generation. Yet throughout the world today, the vast majority of wealth transfers fail because of a lack of preparation, trust, and communication among family members or business associates.

Traditional wealth management often concentrates exclusively on investments, financial planning, and trusts, ignoring the issues that contribute to the disappearance of family wealth or loss of a business that supports employees, families, and communities.

Ascent Private Capital Management is different. We deploy leading-edge wealth impact strategies designed to help you bring about a smooth transfer of holdings and uninterrupted continuity of your family's legacy and business interests.
A Fully Integrated Approach

Ascent Private Capital Management advisors address both the strategic and tactical dimensions of multigenerational wealth with a fully integrated and balanced program designed to help benefit your family now and for generations to come.

   Investment Consulting »
   Family Office Advisory »
   Information Management »
   Private Banking »
   Wealth Impact Planning »
       Family Education & Retreats »
       Family History »
       Philanthropic Services »
   Client Experience »

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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