Family wealth should have a long term plan. Every family is unique, yet they all face similar issues. The dynamics of the interactions between family members and external influences can place a strain on what should be harmonious relationships.
Ascent Private Wealth’s Family Office service is designed for family groups who require greater assistance to manage and administer complex financial affairs.
The services we provide include:
- Construct an overarching wealth management strategy for the entire family group
- One point of contact
- Complex family financial issues monitored and managed
- The vision of the family group is met
- Family Constitution
- Family Council
- Family Governance
- Succession Planning
- Family members are educated about inter-generational wealth management
Our White Paper is available upon request; Keeping it all in the Family – Successfully managing and retaining wealth for and within high net worth families.