Estate & Trust Planning
Protect your wealth. Preserve your values. Plan for generations.
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Strategies to Protect and Preserve Generational Wealth
Through its affiliated Registered Investment Advisors (RIAs), Ascentis supports estate and trust planning strategies designed for high-net-worth individuals and families. These strategies help maintain control, reduce exposure to estate taxes, and enable thoughtful, values-aligned wealth transfer.
Whether planning post-liquidity, preparing for generational transitions, or organizing complex holdings, Ascentis helps ensure that your legacy reflects both intent and insight.
Why It Matters
Our Framework for Estate & Legacy Planning
53% of ultra-high-net-worth families don’t have a complete estate plan (Citi Private Bank, 2023).
$13.61M is the 2024 federal estate tax exemption per individual—set to drop by half in 2026 unless legislation extends it (IRS, 2024).
Affiliated RIAs within the Ascentis network bring clarity, structure, and emotional intelligence to a deeply personal process. They combine fiduciary guidance, coordinated expertise, and forward-looking strategy to help clients preserve wealth with purpose and transfer it with intention.
Foundations
Estate & Trust Planning Fundamentals
We align deep market insight with customized portfolio design. Our clients benefit from institutional-grade research and a proven track record of delivering targeted outcomes that reflect their financial purpose.
Wills, Directives & Probate Readiness
Every foundational estate plan should include a will, durable power of attorney, and healthcare directive. These tools ensure your wishes are followed, heirs are protected, and unnecessary delays are avoided during transitions.
Trust Structures for Lasting Control
Revocable, irrevocable, and dynasty trusts each serve specific purposes—from avoiding probate to securing tax advantages and preserving generational wealth. Advisors help design trust strategies that match your family’s financial complexity and long-term goals.
Philosophy
Beyond Documents: Legacy Planning That Reflects You
Legacy planning goes deeper than asset distribution. It’s a reflection of your values, philanthropic priorities, and the long-term vision you hold for your family.
Advisors within the Ascentis network help families foster continuity through education, charitable tools, and shared governance strategies that promote clarity and purpose. Together, they surface what matters most, whether that’s supporting future generations, sustaining charitable giving, or uniting around a shared mission.
Tools like donor-advised funds, family charters, and structured meetings help ensure your legacy is not only preserved but understood.
Because legacy isn’t just what you leave behind. It’s how you prepare others to receive it.
Estate Tax Planning
Precision for Tax-Efficient Wealth Transfer Strategies
Ascentis empowers advisors through direct access to experienced-led strategies for:
Lifetime gifting and exemption maximization
Strategic trust design and implementation
Integrated family and entity structuring
Working in partnership with affiliated Registered Investment Advisors, we help reduce tax exposure while aligning wealth transfers with each client’s personal values and long-term legacy goals.
Tailored
Personalized Legacy Planning, Powered by Highly Experienced Support
Each estate is different. That’s why Ascentis equips advisors with seasoned insight and integrated solutions to craft legacy plans that reflect each client’s values—balancing control, tax efficiency, and emotional clarity.
Your estate plan should grow with your life.
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Let’s Talk
Your wealth journey involves complex decisions—estate planning, trust structuring, generational transitions. Work with an advisor who brings the full depth of Ascentis’s expertise, planning frameworks, and multi-disciplinary coordination to every conversation.
