Our Approach
Peace of mind. Pass it on.
Unlike any other company, Ascendent combines vast financial, legal, and tax expertise to craft personalized solutions with one goal in mind. To mitigate your tax pain, ensure business succession and protect generational wealth, making sure you leave behind a legacy – not a liability.
NAVIGATING THE COMPLEX TAX, LEGAL AND FINANCIAL LANDSCAPE
Generational Security
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Ascendent is focused on protecting you, your family, your assets, and your legacy. Our strategies are structured to target wealth protection and mitigate punitive tax implications.
Life Insurance
We help our clients dynamically structure protections to their estate.
01
Liquidity Requirements
None. We help our clients use the assets that they’ve already accumulated to fund the structure.
02
Guaranteed
Since the creation of this structure in 2012, collateral has been released back to clients on average within a 10 year period.
03
Tax Advantaged
We help ensure tax obligations are mitigated, and forced asset sales are minimized or eliminated.
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