You made it to the top.

Watch out for the bottom.

Long live your legacy. Not your tax bill.
WEALTH PROTECTION FROM THE OTHER SIDE.

You’ve spent your life creating wealth for your family, business or both. But once you pass on, your family faces the pain of a punitive tax bill that could force them to sell off hard-earned assets. Ascendent has a better idea. A surprisingly effective approach to wealth protection.

A unique path to preserving what you leave behind.
Wealth
Continuity
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Ascendent offers a very specific combination of legal, tax and financial expertise uniquely designed to help you protect your legacy and ensure your family’s peace of mind. Our strategies are independent of market performance, require no financial liquidity, and focus on multigenerational tax mitigation.

For Individuals & Families

Estate-tax mitigation, generational wealth transfer, business succession, legacy protection, tax-free supplemental income
 

For Public & Private Companies

Income transfer, business succession, and retention of key talent

Peace of mind. Pass it on.
Moving on. And still moving on up.