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Cadeau

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Cadeau

Overview:

Cadeau’s approach is to extend the wealth advisory focus to include a crucial component of planning that is typically overlooked — preserving a family’s value system and decision-making patterns. Our goal is to help recipients of the wealth become responsible wealth owners, using the family capital for the good of their own families and the community.

This is why we say that the transference of capital is often simply a transaction, whereas a conveyance of values alongside financial assets is indeed a GIFT. Hence our firm’s name, Cadeau (ka-dough), the French word for gift.
What We Do

   * Wealth strategies for high net worth families
   * Investment and small business strategies
   * Educational programs for advisors and nonprofits

We help leverage the right opportunities at the right time, while also looking around the next corner, helping our clients to pre-empt or eliminate dangers and look at ways to save money in the process.

Our 25 years of experience in the financial services industry, along with our strategic partnerships and resources nationwide, enable us to bring a more sophisticated level of planning to our clients. Our choice to work with only a handful of new families each year enables us to provide a higher level of attention and technical capability for our clients.

Cadeau is able to sort through the minutia that wealth seems to inject into people’s lives in order to achieve simplicity and momentum in wealth planning. We take accountability for the organization and integration of all the moving parts, and we work with our client’s existing advisors to gain clarity in the planning process.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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