Ascent Private Wealth

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Hawthorn Family Office

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*Copyright © Rodney Lough Jr. The Lough Road, Inc. All Rights Reserved. | rodneyloughjr.com

 *All Rights Reserved. | Copyright 2015 © Ascent Private Wealth Pty Ltd

“My definition of wisdom is the proper execution of accumulated knowledge to re-enforce truth.” Rodney Lough Jr

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

Featured Case Study

The Luckiest Investor

When things go well, investors have a tendency to reflect on how smart they are. And when things go badly, well, that’s … Read more

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Ascent Private Wealth PTY LTD as trustee for the Ascent Private Wealth Unit Trust ABN 63 112 123 742 Authorised Representative of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee, 230 690, Registered Office 105-153 Miller Street, North Sydney NSW 2060.