Verified recordFinancial Services

Justin Flach

Managing Director, Wealth Strategy at Ascent Private Capital Management Of U.S. Bank

Based in San Diego, United States

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Seniority

C-Team

Department

General Business & Management

Location

San Diego

Industry

Financial Services

Company size

101

Contact information

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Email

1 credit

j•••••••@ascent.usbank.com

Phone

5 credits

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Background

About Justin Flach

As Managing Director, Wealth Strategy, I consult with Ascent's California-based client families regarding their estate and business succession planning, tax and financial planning, risk management, philanthropic impact and administration, next generation financial education, and family governance and leadership development. In addition to serving as a consultant for all of our Ascent California client families, I also lead the day-to-day integration and delivery of Ascent's broad suite of services for select client relationships. Ascent Private Capital Management of U.S Bank is a multi-family office dedicated to working with families of significant wealth – typically business-owning families or multi-generational families – who seek to protect, preserve, and grow their assets while making a positive impact on their families, businesses, and communities. We serve our clients with a collaborative, cohesive advisory team of experts that combines traditional wealth management services – investment consulting, credit and banking, financial reporting, fiduciary services, wealth strategy, tax and estate planning – with cutting-edge strategic services that support some of the country’s wealthiest families with governance and communication, risk management, financial education, family leadership, stewardship, and philanthropic endeavors.

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