Ultra-High-Net Worth Advisory
Ascend Family Office by Crowe BGK is a multi-family office with a focus on financial & operational management for ultra-high-net worth families.
Your Family. Your Legacy. Our Expertise.
At Ascend Family Office, we deliver tailored solutions that preserve legacies, grow wealth, and foster long-term success. With a focus on ultra-high-net-worth families, we simplify the complexities of wealth management and day-to-day operations, offering a seamless blend of financial expertise and personalized service.
As your trusted multi-family office, we provide a range of services, including flexible business models designed to fit your unique needs. From full-service packages and a la carte solutions to innovative wealth database subscriptions, our approach ensures that your family’s vision for future generations is achieved, while you enjoy the freedom to focus on what truly matters—life and legacy.
Full Suite of Services
Consolidated Personal Balance Sheet Reporting
Lifestyle & Concierge Services
Accounting & Tax Compliance Services
Estate & Succession Planning
Consolidated Personal Balance Sheet Reporting
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Our Consolidated Personal Balance Sheet Reporting service offers a complete overview of your family’s financial position, centralizing key information to help you make informed decisions.
Lifestyle & Concierge Services
We assist with asset management by liaising with advisors on investments and luxury items. Our team manages family inboxes, ensuring that all communications are sorted, prioritized, and actioned efficiently. We provide concierge support for travel planning, security arrangements, and other personal matters, while also overseeing healthcare management and personal staffing requirements. Additionally, we offer educational programs to help younger generations develop an understanding of wealth stewardship and financial literacy.
Accounting & Tax Compliance Services
Our Accounting and Tax Compliance Services are designed to ensure your financial affairs are in order. This includes tax planning and compliance, with seamless coordination alongside tax specialists to optimize income, estate, and gift tax strategies. For families with global assets, we also provide international tax planning services to address complex cross-border needs.
Estate & Succession Planning
Why Choose Us?
Your Family's Needs, Our Unmatched Commitment.
At Ascend Family Office, we offer personalized solutions designed to meet the unique needs of ultra-high-net-worth families seeking to preserve generational wealth while alleviating day-to-day responsibilities. With a holistic approach, we provide comprehensive support for all aspects of family office management, acting as a true one-stop shop for financial and operational services. As an independent and transparent partner, we work exclusively for you—no hidden fees—just a steadfast commitment to delivering exceptional value and results.
Ascend Family Office is your trusted partner for managing wealth, family affairs, and complex operational tasks. With a dedication to simplifying life’s challenges, we give you the freedom to focus on what truly matters: building a lasting legacy for generations to come.
Contact us today to discover how we can design a solution tailored to your family’s unique needs.
