Eric Sanderson

Senior Managing Director, Family Office Services*
Ascent Private Client Management

As the head of Ascent’s Family Office Services, Eric leads a dedicated group of professionals who help families improve communication and build harmonious relationships within their governance structures. The goal is to improve a family’s ability to sustain their businesses, support philanthropic interests and live responsibly with the wealth that has been created.

"I enjoy working with families of significant resources because of the incredible opportunities — and responsibilities — that come with being stewards of multigenerational legacies,” Eric relates. “When we assist families in successfully aligning their assets with their vision and values, we are truly a strategic partner in creating and sustaining multigenerational wealth."

Eric has more than 25 years of wealth management experience in roles as varied as attorney, chief operating officer, chief financial officer, and director of wealth planning. Throughout his career he has helped countless highly-affluent families with wealth planning, wealth management, trust structures, tax planning, ownership succession planning, philanthropy and governance.

His extensive experience includes teaching as an adjunct professor of estate and gift tax at the University of Denver. He has also served as the president of a singlefamily office, where he learned how to apply keen tax-planning insight and innovative strategies to real-life family situations.

Eric earned his bachelor’s degree in international business from the University of Colorado - Boulder, his J.D. from St. Mary’s University School of Law, and his LL.M in taxation from the University of Denver Graduate Tax Program.

Important Disclosures
 

Investment products and services are:
Not a Deposit   •   Not FDIC Insured   •   May Lose Value   •   Not Bank Guaranteed   •   Not Insured by any Federal Government Agency

  
 

Equal Housing Lender Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Wealth Sustainability services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services. Wealth Sustainability services may include strategic wealth coaching services in order to facilitate your self-assessment of wealth sustainability issues. Ascent does not engage in the practice of psychology.

  

Alternative investments very often use speculative investment and trading strategies. There is no guarantee that the investment program will be successful. Alternative investments are designed only for investors who are able to tolerate the full loss of an investment. These products are not suitable for every investor even if the investor does meet the financial requirements. It is important to consult with your investment professional to determine how these investments might fit your asset allocation, risk profile, and tax situation.

Investments in real estate securities can be subject to fluctuations in the value of the underlying properties, the effect of economic conditions on real estate values, changes in interest rates, and risks related to renting properties (such as rental defaults).

Hedge funds are speculative and involve a high degree of risk. An investment in a hedge fund involves a substantially more complicated set of risk factors than traditional investments in stocks or bonds, including the risks of using derivatives, leverage, and short sales, wfhich can magnify potential losses or gains. Restrictions exist on the ability to redeem units in a hedge fund.