Wealth & Everything Else

Ascent Private Capital Management of U.S. Bank
  • 5.0 (4)
  • Economía y empresa
  • Cada mes

Wealth & Everything Else is a podcast for ultra-high-net-worth individuals, families, and trusted advisors seeking thoughtful, practical insight into every dimension of wealth. Hosted by John Zimmerman, President of Ascent Private Capital Management of U.S. Bank, each episode features conversations with leading experts, experienced practitioners, and families navigating real-world wealth decisions across investments, private banking, trusts and estate planning, philanthropy, leadership and legacy, and more. To learn more about Ascent, please visit ascent.usbank.com

Episodios

  1. 1 sep

    Portfolio Design for Multi-Generational Families

    In our new series, Investing Through the Lens of Legacy, we explore how ultra-high-net-worth families can approach investing with a long-term, multigenerational perspective. As family needs and priorities shift over time, portfolio decisions may involve considerations around liquidity, lifestyle, growth, legacy, and differing perspectives across generations. John Zimmerman and Phil Scherrer discuss how families can begin with their broader goals, translate those priorities into portfolio structure, and revisit their approach as circumstances change. They also explore diversification, concentrated holdings, governance, and the role of stewardship in long-term investment planning. Key themes include: Starting with family goals before determining portfolio structureBalancing liquidity, lifestyle, growth, and legacy considerationsManaging concentrated exposures within a broader portfolioRevisiting governance and investment policy over timeApproaching long-term investing through the lens of stewardshipFor more information on Ascent, please visit ascent.usbank.com

    Portfolio Design for Multi-Generational Families

  2. 28 jul ·  Contenido extra

    Legacy in Motion: Key Takeaways

    As we wrap up our first series of Wealth & Everything Else, we're looking back at some of the most meaningful conversations from Legacy in Motion. In this highlights episode, we revisit key insights on navigating difficult conversations about wealth, preparing the next generation through intentional education, using philanthropy to strengthen family values, and viewing investing as a tool for long-term stewardship rather than short-term returns. Whether you've listened to every episode or are joining us for the first time, this recap brings together the foundational ideas that help families build legacies designed to endure for generations. In this episode, we discuss: Why communication is the foundation of successful multi-generational wealthHow financial education prepares future stewards of family wealthThe role of philanthropy in shaping values and strengthening family relationshipsWhy investing should be viewed through a long-term, legacy-focused lens For more information on Ascent, please visit ascent.usbank.com

    Legacy in Motion: Key Takeaways

  3. 23 jun

    Investing as a Teaching Tool

    In the final episode of our Legacy in Motion series, we examine how investing can be used not only to preserve and grow capital, but also to develop capable, confident stewards across generations. The discussion centers on how families can use structured investment experiences to prepare the rising generation for long-term responsibility. Key themes include: Framing investing through a multigenerational lens, with an emphasis on time and compoundingThe role of investment policy statements in anchoring decisions to long-term objectivesBlending formal education with experiential learningCreating “sandbox” portfolios to allow measured risk-taking and real-world lessonsUsing investment committees to build communication, resilience, and decision-making skillsAligning investment education with personal values and philanthropic interestsThis episode concludes our Legacy in Motion series and sets the stage for our next series, where we will explore investment strategy through the lens of legacy and long-term family objectives. For more information on Ascent, please visit ascent.usbank.com

    Investing as a Teaching Tool

  4. 26 may

    Philanthropy as a Mirror: Building Identity Through Giving

    For many families, philanthropy is where values become tangible. In this episode of our Legacy in Motion series, we explore how structured, intentional giving can strengthen family cohesion while advancing meaningful impact in the broader community. Guests Tom Thiegs and Justin Flach address how families can define a clear mission, evaluate donor-advised funds versus private foundations, and establish governance structures that align with their broader family enterprise. Key themes include: Anchoring philanthropy in clearly defined valuesSelecting structures that reflect family goals and complexityEngaging the rising generation through meaningful participationUsing philanthropy to cultivate stewardship and emotional intelligencePeriodically reviewing giving to ensure alignment with missionFor more information on Ascent, please visit ascent.usbank.com Additional resources: https://www.usbank.com/wealth-management/financial-perspectives/financial-planning/philanthropy-and-charitable-giving/donor-advised-funds.html  https://www.usbank.com/wealth-management/financial-perspectives/financial-planning/philanthropy-and-charitable-giving/benefits-of-private-family-foundations.html

    Philanthropy as a Mirror: Building Identity Through Giving

  5. 27 abr

    Designing a Roadmap for the Rising Generation

    Empowering the rising generation to steward wealth and leadership is one of the most meaningful investments a multigenerational family can make. In this second episode of our Legacy in Motion series, we explore how intentional family education supports long-term continuity, confidence, and cohesion. Guests Tom Thiegs and Justin Flach discuss why education must extend beyond financial literacy to include governance, decision-making, and clearly defined roles. They emphasize that effective preparation is not a one-time event, but an ongoing, values-driven process. Key themes include: Aligning on shared values and purposeDesigning education around real roles and responsibilitiesUsing milestone-based and experiential learningEngaging the rising generation as active participantsFor more information on Ascent, please visit ascent.usbank.com

    Designing a Roadmap for the Rising Generation

  6. 30 mar

    Difficult Conversations Around Wealth & Estate Planning

    In the first episode of our Legacy in Motion series, we examine why conversations around wealth are often among the most challenging for families to initiate, yet essential to long-term continuity. Discussions about expectations, stewardship, and estate planning carry both emotional weight and structural complexity. Without deliberate engagement, families may find themselves navigating critical transitions without the clarity or alignment they need. Guests Tom Thiegs and Justin Flach explore the reasons these conversations are frequently deferred, the distinction between reactive and proactive planning, and how intentional preparation strengthens both governance frameworks and family relationships. Key themes include: Beginning with incremental, ongoing dialogue rather than a single “reveal”Prioritizing shared values before discussing financial mechanicsApproaching planning proactively rather than reactivelyLeveraging trusted advisors and resources to guide complex conversationsFor more information on Ascent, please visit ascent.usbank.com Additional resources: https://www.usbank.com/content/dam/usbank/en/documents/pdfs/about-us-bank/usbank-wealth-survey-designed-report-final-2024.pdf

    Difficult Conversations Around Wealth & Estate Planning
  • 6 episodios

Calificaciones y reseñas

5
de 5
4 calificaciones

Acerca de

Wealth & Everything Else is a podcast for ultra-high-net-worth individuals, families, and trusted advisors seeking thoughtful, practical insight into every dimension of wealth. Hosted by John Zimmerman, President of Ascent Private Capital Management of U.S. Bank, each episode features conversations with leading experts, experienced practitioners, and families navigating real-world wealth decisions across investments, private banking, trusts and estate planning, philanthropy, leadership and legacy, and more. To learn more about Ascent, please visit ascent.usbank.com

Información

  • Creador
    Ascent Private Capital Management of U.S. Bank
  • Años de actividad
    2026
  • Episodios
    6
  • Clasificación
    Apto
  • Copyright
    © Ascent Private Capital Management of U.S. Bank
  • Mostrar sitio web
    Wealth & Everything Else