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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 our innovative Wealth Dashboard 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
Our Lifestyle Services offer a sophisticated approach to managing your family's financial and personal affairs. Each family is assigned a dedicated quarterback who serves as both your CFO and trusted point-of-contact, ensuring every detail is handled with precision and care.
We coordinate seamlessly with all advisors, oversee day-to-day payments and payroll, and centralize communication through a dedicated family inbox for sift responses to vendors and advisors.
Complementing this, our client service team provides bespoke concierge support for travel, personal arrangements, and any unique family needs, delivering an elevated, effortless experience tailored exclusively to you.
Our team of professionals takes an integrated approach to managing all accounting, bookkeeping, tax filings, and annual returns for your family's related entities. This strategy ensures accuracy and reliability, while also enabling proactive tax planning and optimization opportunities.
Additionally, we handle cross-boarder affairs whenever necessary, providing comprehensive support and peace of mind so you can focus on what matters most.
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.
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