The estate tax code is punishing to value creators and their heirs. Our strategies are 100% focused on protecting wealth creators and their families, along with the family legacy.
Our goal isn’t to sell you insurance or manage your investments. We seek to protect your heirs and your assets. Forever.
Because ultimately, we are in the risk-management business. Risks that leave you vulnerable to taxation and threaten the security of your family, your legacy, and the future of your business.
Most financial strategies are subject to stock market fluctuations. Not ours.
Our strategies are exclusively dedicated to wealth protection. It’s a risk-free, market-agnostic approach that stands out. Not just because it’s unconventional, but because it works.
That’s right. You can protect your assets without financial outlay—because you already have collateral.
To raise the necessary funds, Ascendent applies a unique financial model using the assets you already own as collateral. It’s an approach empowered by our broader and overlapping understanding of finance and tax law.
Financial expertise often comes with tunnel vision that obscures opportunity. By contrast, our experts embrace a holistic perspective that strategically takes the pain out of an often punitive tax code.
The frustrating complexity of tax laws can be used to your advantage, even if you’re not here to appreciate it. Ascendent brings a singular depth and breadth of expertise to successfully navigate the complicated legal and financial terrain.
Success is rarely formulaic. It requires creative thinking and hard work. Likewise, our strategies are personalized to leverage your unique advantages, protecting and preserving your legacy. After all, you’ve earned it.
