Wealth Transfer Strategies
Long live you. And your legacy.
What’s the point of accumulating wealth if you can’t pass it on? With a unique depth and breadth of expertise, Ascendent can develop a personalized tax, legal and financial strategy to protect and perpetuate your financial legacy. One impervious to market performance and financial liquidity required.
NAVIGATING THE COMPLEX TAX, LEGAL AND FINANCIAL LANDSCAPE
Wealth Transfer Strategies
Every situation is unique – and uniquely complex. Ascendent can precisely combine one or more of our strategies to help manage better outcomes.
Strategies for Individuals & Families
Estate-tax mitigation, generational wealth transfer, business succession, legacy protection.
challenge1
Minimize estate-tax liabilities.
challenge2
Mitigate forced asset liquidation.
challenge3
Maximize strategies for legacy giving.
Strategies for Public & Private Companies
Income transfer, business succession, and retention of key talent.
challenge1
Secure business succession plans.
challenge2
Attract and retain key employees.
challenge3
Provide incentives to top-performing coaches.
