Elliott Stapleton
- Role
- Senior Vice President Managing Director Wealth Strategy at Ascent Private Capital Management Of U.S. Bank
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President Managing Director Wealth Strategy
Ascent Private Capital Management Of U.S. Bank
Feb 2024 — Present · Cincinnati, OH, US
Working with a national advisory team and other specialists in a multi-family office team that includes investment management, estate services, and other subject area experts, I help families establish a personal legacy while providing ongoing, comprehensive, and integrated services. I serve as an advisor to ultra-high-net-worth families on diverse aspects of estate and wealth planning, such as family governance, education, and multi-generational trust administration.
Education
University of Cincinnati
B.A., Political Science
Louis D. Brandeis School of Law at the University of Louisville
J.D., Law
Indiana University - Kelley School of Business
Master of Business Administration - MBA
Skills
- Estate Administration
- Employment Law
- Corporate Law
- Powers of Attorney
- Trademarks
- Business Planning
- Trade Secrets
- Real Estate Transactions
- Buy-Sell Agreements
- Licensing
- S Corporations
- Wills
- Legal Issues
- Estate Planning
- Trusts
- Legal Writing
- Elder Law
- Legal Advice
- Copyright Law
- Guardianship
- Living Wills
- Marketing Strategy
- Small Business
- Llc
- Legal Assistance
- Legal Research
- Trademark Law
- Estate Tax Planning
- Living Trusts
- Small Business Law
- Probate
- Estate Law
- Courts
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