Wealth & Everything Else

Ascent Private Capital Management of U.S. Bank
  • 5.0(3개의 평가)
  • 비즈니스
  • 매월 업데이트

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

에피소드

  1. Philanthropy as a Mirror: Building Identity Through Giving

    5일 전

    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

    39분
  2. Designing a Roadmap for the Rising Generation

    4월 27일

    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

    47분
  3. Difficult Conversations Around Wealth & Estate Planning

    3월 30일

    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

    38분
  • 3개의 에피소드

평가 및 리뷰

5
최고 5점
3개의 평가

소개

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

정보

  • 제작진
    Ascent Private Capital Management of U.S. Bank
  • 방송 연도
    2026년
  • 에피소드
    3
  • 등급
    전체 연령 사용가
  • 저작권
    © Ascent Private Capital Management of U.S. Bank
  • 웹사이트 보기
    Wealth & Everything Else

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