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/