Personal legacy planningHistorical imagination for family preservation

November 5, 2021

Key things to know

Researching and recording family history is an important part of your family’s wealth planning.

Every family has a unique history that plays an important role in leaving a legacy. Karen McNeill, our Senior Family Historian, explains how history sets the foundation for lasting family preservation.

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Ascent Private Capital Management^® of U.S. Bank provides personal legacy planning for clients with complicated investment scenarios.

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PERSONAL LEGACY PLANNING

How to elevate female role models in your family story

Every family tree is full of amazing female role models. Oral history can be an effective way to record their stories and raise the profile of the women in your family.

PERSONAL LEGACY PLANNING

Generational family wealth: Bridging the values gap

The best place to start engaging and educating family members of all ages and attitudes toward money is with what matters most: values.

Disclosures

Investment products and services are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.

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