Benefits of Ascent Capital

THE PROCESS

We spend a lot of time in understanding, " THE CLIENT", along with his/her, set of "SITUATIONS" and "CONDITIONS".
Then Plot & understand his/her balance sheet.
Need Analysis
Risk Assessment
Goal Planning
Portfolio Construction
Product fitment
Execution
Periodic Reviews
360 degree Approach

Professionals with Diverse Skills and Deep Specialties

Besides offering a wide array of advice and assistance to our clients, we also provide specialty knowledge on areas:

income tax, estate planning, investment banking, real estate, private equity, etc

Multi-Generational Planning

We typically work with an entire family – the patriarch/matriarch, their children and grandchildren. Planning encompasses the family’s goals including transfer of wealth down to lower generations in a tax efficient manner.

Large account sizes combined with low client-to-employee ratios allows a great deal of focus and attention on each client family