Family Ascent: Protecting Your Life’s Work for Generations
It's always the right time to get your family ready for the future.
Legacy Succession for Family
You’ve spent a lifetime building something meaningful. Your family business is more than profit — it’s a reflection of your values, your relationships, and the story of your family. But when the time comes to pass the torch, the climb can feel uncertain.
That’s where Family Ascent by Apex Ascent Advisors comes in. We guide families through succession with care, ensuring your vision endures and your loved ones stay united under a shared purpose.
Why Plan Now?
It doesn’t have to be that way. With Family Ascent, you’re not just planning - you’re protecting your legacy for generations to come.
✔ 67% of family businesses don’t have a clear succession plan.
✔ Only 40% survive to the second generation.
✔ By the third, that number drops to 12%.
What Makes Family Ascent Different
✔ Preserve What Matters Most
Pass down not only the business, but also the values and wisdom that built it.
✔ Smooth Leadership Transitions
Our apprenticeship approach makes the handoff gradual and steady, building both competence and confidence in the next generation.
✔ Future-Proof Your Family’s Work
Prepare not just for today’s transition, but for decades of continued success.
The Family Ascent Process
1. Assess:
Building the Base
(6 months)
Strengthen family unity and clarify roles.
Workshops, assessments, and vision planning to prepare everyone for transition.
2. Apprentice:
Guided Climb
(1 year)
Gradual handoff of responsibility.
Four stages: I do, you watch → I do, you help → You do, I help → You do, I watch.
3. Appoint:
Reaching the Summit
(3–12 months)
Finalize leadership transfer.
Legal and organizational handover.
Transition outgoing leaders into new roles as trusted guides and family elders.
Begin Preserving Your Family’s Legacy Today
Don’t wait until uncertainty forces your hand. You’ve poured your heart into your family and business — now ensure it lasts for generations.
Imagine standing at the summit with your children and grandchildren, knowing the path you climbed is now theirs to continue.
Clients
Frequently Asked Questions
What sets Family Ascent apart?
We go beyond finances and paperwork, focusing on values, leadership, and culture alongside tangible assets.
What does it cost?
Every family is unique. After your free consultation, we’ll design a proposal tailored to your situation.
What if our family disagrees?
Conflict is natural. We provide tools and guidance to bring families together in clarity and unity.
Do we need to involve everyone?
The more voices heard, the stronger the plan. We customize the process to fit your family’s dynamics.
