“Family offices are increasingly focused on helping families develop the qualitative dimensions that will allow them to flourish now and in the future.”
Our Core Belief:
Family offices are increasingly focused on helping families develop the qualitative dimensions that will allow them to flourish now and in the future. The number of advisors who can help these offices do that effectively is vanishingly small.
Our Work
We collaborate with family offices to cultivate strong cultures that support the long-term well-being of their client families. Starting with a focused intake process, our approach begins by helping office leaders clarify their vision and align their teams with a clear organizational vision. From there, we develop the capacities needed to deliver outstanding results in every aspect of an offices’ work with family members. Our goal is to build an ecosystem that works both internally and externally for the various stakeholders of the office. This holistic approach helps to ensure enduring success for generations to come.
Working with us:
If you are looking at this page, it is likely that you were referred to us. We work with no more than one or at most two family offices at a time. on an annually renewed basis. Our criteria for working with an office is that we can realistically catalyze healthy organizational development and that the office is sincerely interested in uncovering a better way to practice. If you are interested in learning more, please reach out and, if we have immediate availability, we will initiate a focused process to mutually determine whether it makes sense for us to work together. In retaining Ascend, you will be working with an internationally recognized thought-leader and sought-after practitioner with a track record of generating transformational outcomes for family offices.
Note: The description of Services on this site is for our work families. If you are interested in learning more about what we do with family offices, please let us know.