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
Finance & AccountingView LinkedIn profile

Experience

  1. 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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Elliott Stapleton — Senior Vice President Managing Director Wealth Strategy at Ascent Private Capital Management Of U.S. Bank in Cincinnati, OH, US | Unifers