Ascent helps families like yours achieve great things by supporting your mission, vision and values as well as your financial objectives. We partner with you to make a positive impact on people you care about and the world around you.

Our approach focuses on both the achievement of wealth and the possibilities it creates for your family by providing insights, tools and resources to advance your legacy goals. Since every family is unique, we tailor our work to your specific needs. We aim to be your family’s financial home, aligning your values and ambitions with investment strategy, tax implications, succession planning and other key areas. We place the client experience at the center of our service model, integrating traditional wealth management with innovative services. Ascent has been among the fastest-growing multifamily offices in the industry. Our belief is that financial decision-making should be supported by a shared family vision, strong governance and empowered rising leaders. To help ensure your wealth and purpose successfully transfer from one generation to the next, we offer comprehensive family office services including CFO services, wealth strategy, philanthropic impact and legacy planning.

Its parent, U.S. Bancorp, has more than 70,000 employees and $663 billion in assets as of Dec. 31, 2023 and is regularly recognized as one of the “most admired” and “most ethical” companies in the financial services industry.

For more information, please contact:   
Mya Beltran   
Assistant Vice President | Communications Manager   
Ascent Private Capital Management of U.S. Bank   
Denver Tower   
950 17th St, Denver, CO 80202   
Phone: +1 720-288-1763   
Email: mya.beltran@usbank.com  
Website: www.ascent.usbank.com

MTM Advisory, Inc is a global family meeting facilitation firm that leverages our proprietary technology, along with our team of seventeen experienced facilitators, guiding families in preparing for and engaging in qualitative family meetings. MTM is not affiliated with any financial firm and our facilitators are not licensed to offer tax, legal, wealth management or any financial products eliminating any potential conflicts of interest.

Founded in 2007 to fill a need for UHNW families, we help families spark multi-generational communication by making it more accessible and easier for families to participate. We researched the industry and found family meeting facilitation was too time intensive, cost intensive and lacked a clear client deliverable.

Our technology, More Than Money 360 (MTM360), is designed for busy, on- the- go and/or geographically dispersed families seeking to spark a multi-generational qualitative dialogue.

MTM Advisory, Inc has integrated decades of experience to help advisors and families maximize their positive qualitative impact. Our timetested offerings are built upon the successful, multi-decade, “More Than Money?” family meeting facilitation practices of our two founders. Our business model is quite simple: if you have an important meeting at work or Church, you prepare for it. Research clearly demonstrates that multi-generation family meetings on core values, communication, legacy, philanthropy, gratitude, and governance are critical to multi-generational success.

For more information, please contact: 
Shawn T. Barberis, J.D. 
Founder & President 
Steven Alms, Managing Partner 
Phone: Shawn T. Barberis +1 443-240-2416 
Steve Alms +1 410-428-3799 
Email: Shawn@MTM-360.com 
Steve@MTM-360.com 
More Than Money 360 - MTM360 
1340 Smith Avenue 
Suite 200 
Baltimore, MD 21209 
Website: www.morethanmoney360.com

Cambridge Associates is a global investment firm. The firm aims to help private clients & family offices, pension plans, endowments & foundations, and healthcare systems implement and manage custom investment portfolios that generate outperformance so they can maximize their impact on the world. With 50 years of investing experience, the firm has helped to shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. Cambridge Associates delivers a range of services, including discretionary (OCIO) and advisory portfolio management, staff extension, and alternative asset class mandates.

For more information, please contact:   
Allison Azar, Managing Director  
Global Business Development  
Cambridge Associates  
115 Federal St  
Suite 2600  
Boston, MA 02110  
Phone: +1 617-697-6135  
Email: aazar@cambridgeassociates.com  
Website: www.cambridgeassociates.com

Fidelius helps successful families live happily ever after. Our unique profile in family business combines lived experience in a pioneering third-generation family system with deep expertise and global awards for contributions to the field of international family enterprise: we stand alone in taking responsibility for adding value to our clients, solving problems, and ensuring their success in every fundamental part of their lives, from personal growth to parenting to family to business to wealth, and at every stage in their development.

Over the last two decades, we’ve helped hundreds of complex, multigenerational families in 30+ countries reach their dreams and fully exploit the potential synergies of families in business. As creators of the “Iceberg Analysis” framework, we are one of the few firms globally to contribute new tools to the industry as well as one of the rare consultants who treat family-business consulting advice as a fiduciary responsibility to the well-being of the client family.

For more information, please contact:  
Rodolfo Paiz  
CEO  
7220 SW 69th Court  
Miami, FL 33143  
Phone: +1 786 360-0630  
Email: rodolfo@fidelius.com  
Website: www.fidelius.com

SQN Venture Partners, LLC (SQN VP) is a venture debt firm established in January 2015 to provide limited partners access to the venture capital ecosystem and offer senior term loans and equipment financing to venture-backed, emerging technology companies. Leveraging decades of expertise, SQN VP focuses on structuring debt investments that extend funding runways for growth-stage companies.

The firm employs a risk-mitigated, credit-based investment strategy to generate income, protect principal, and offer potential capital appreciation. Its proprietary network of venture capital general partners, serial entrepreneurs, CFOs, consultants, and attorneys ensures a rigorous underwriting process.

In 2021, the founders assumed full ownership of SQN VP, building on the successful performance of its 2015 flagship fund. Today, SQN VP delivers reliable returns to investors while driving the growth of innovative technology companies.

For more information, please contact:  
Ryan McCalley Managing Partner, Founder  
Email: rmccalley@sqnvp.com  
Timothy Robey, CAIA  
Phone: +1 843-852-8768  
Email: trobey@sqnvp.com  
SQN Venture Partners, LLC.  
320 Broad Street, Suite 250  
Charleston South Carolina, 29401  
Website: http://www.sqnvp.com

Ten31 is the world’s leading investment platform exclusively focused on the bitcoin technology ecosystem, having deployed roughly $150 million across all verticals in the space since its founding in 2020. The Ten31 team combines 25 years of professional asset management experience – including tenures at CVC Capital Partners, Goldman Sachs, and Citadel – with over a decade of deep involvement in bitcoin to produce an unmatched portfolio that includes 35 of the premier companies in the industry. Since inception, Ten31 has served as lead investor in 90% of its capital deployment and as exclusive partner in 80%.

For more information, please contact:  
Grant Gilliam  
Co-founder and Managing Partner  
Phone: +1 615-357-7171  
Email: grant@ten31.vc  
Jonathan Kirkwood  
Co-founder and Managing Partner  
Phone: +1 615-208-4327  
Email: jonathan@ten31.vc  
Website: https://ten31.vc/  
Weekly bitcoin newsletter: https://www.ten31timestamp.com/