Paul J. Ferguson
Ascent Private Capital Management Of U.S. Bank
Paul Ferguson, JD, CPA, CFP, CLU, CRPS., is a values-based wealth succession advisor for high net worth families and privately-held businesses. He has over seventeen years of experience working with high net worth families in the areas of estate planning, income tax planning, philanthropy, and risk management. Paul earned his J.D. degree from the University of California, Davis School of law and also has a Bachelor's of Science in Accounting, magna cum laude, from the University of Colorado at Boulder. Before joining Benefit Concepts, Inc., Paul was a planning director for a major financial services firm working with clients worth over $20 million in a 10 state region. Before relocating to Colorado where he was raised, he worked for a major accounting firm in San Francisco in their family wealth group. He also spent time in Silicon Valley working with founders of technology based companies, venture capitalists, and corporate executives. His presentations given include The Use of the Power of Substitution in GRATs, Estate Planning For High Net Worth Individuals, and Irrevocable Life Insurance Trusts. He has contributed to the development of estate planning software as a subject matter expert. Paul is married with two pre-teen sons; his wife is a distinguished Denver trial lawyer. Paul's affinity for art and wine has lead to him to become a connoisseur of both. His two sons keep him plenty active, but he still finds time to indulge his passion for golf.
02/11
