Wealth Creation 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 Creation Strategies
- Startups & Hobbyists |
- Public & Private Companies |
Every situation is unique—and uniquely complex. Ascendent is able to precisely combine one or more of our strategies to help you achieve your personal objectives for minimizing risks and tax liabilities.
Strategies for Individuals & Families
Estate-tax mitigation, generational wealth transfer, business succession, legacy protection.
challenge1
Avoid forced asset liquidation.
challenge2
Retain family control of the business.
challenge3
Minimize estate-tax liabilities.
