Are you facing a question of which the answer is critical to your financial success?
Ascension can help.
Through the years of attending to the needs of clients, we have developed a broad range of investment and financial capabilities. Our special services team would be pleased to work with you on a project basis to address the challenge of your unique situation. You will find that our specialist team of “best-in-class fiduciary advisors” have expertise in a number of areas.
Some examples are:
- Hedging, monetization, or disposition of concentrated stock positions
- Strategic modeling to develop the optimal approach to acheive a particular financial goal
- Strategic investment portfolio planning
- Complex real estate due diligence and transaction planning
- Employee Stock Option planning
- Tax planning to help evaluate the merits of a particaular transaction
- Wealth transfer planning and coordination
- Charitable gift planning
- Risk managment assessment and solutions development
Depending on the project scope, we will negotiate a project-completion or an appropriate hourly fee.
