Ashworth Private
Senior wealth advisor in consultation with a client
Senior Managing Partner
Edward Ashworth III
Private Wealth Since 1929
Ashworth Private
Preserving wealth. Enriching legacies.
$48B Assets Under Management Globally diversified
1,200 Families Served Multi-generational
95yrs Established Heritage Founded 1929
99% Client Retention Rate Decade over decade
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Our Philosophy
"Wealth is not merely accumulated — it is cultivated, protected, and passed forward with intention. We exist to serve those for whom legacy is the truest measure of success."
Ashworth Private — Founding Charter, 1929
Our Principles

Three Pillars of Enduring Wealth

At Ashworth Private, every decision is guided by timeless principles developed across nine decades of stewardship. We do not chase returns — we build enduring structures that serve families across generations.
I
Preservation First

Capital preservation is the foundation upon which all growth is built. We manage risk with rigor before pursuing return, ensuring your wealth withstands any economic climate.

II
Generational Perspective

Our investment horizons span decades, not quarters. We plan for your grandchildren's grandchildren, aligning every strategy with the full arc of your family's legacy.

III
Absolute Discretion

Matters of wealth are matters of trust. Ashworth Private upholds the strictest standards of confidentiality, ensuring your family's financial affairs remain your own.

Wealth Solutions

Comprehensive Private Services

Portfolio Management
Investment Strategy
Portfolio Management

Bespoke investment portfolios built around your unique risk profile, time horizon, and legacy objectives — managed with unwavering discipline.

Estate Planning
Wealth Transfer
Estate & Trust Planning

Sophisticated estate architectures that ensure your wealth transfers seamlessly and tax-efficiently across generations, honoring your precise intentions.

Family Office
Multi-Family Office
Family Office Services

Comprehensive family office capabilities — bill payment, concierge, family governance, and next-generation financial education — all under one roof.

Tax Optimization
Tax Strategy
Tax Optimization

Proactive tax planning that preserves more of what you earn and inherit, with strategies deployed across income, estate, and philanthropic giving.

Philanthropic Advisory
Impact & Legacy
Philanthropic Advisory

From private foundations to donor-advised funds, we help you give with purpose — creating measurable social impact while maximizing tax efficiency.

How We Work

The Ashworth Journey

A process built on trust, over time.

Every client relationship begins with listening. We take time to understand not just your assets, but your values, your family, and the legacy you envision. Only then do we build a plan worthy of that vision.

1
Discovery Consultation

A confidential meeting with a Senior Partner to understand your wealth, family structure, goals, and the values that will guide every decision we make together.

2
Wealth Assessment

A comprehensive review of your current holdings, liabilities, tax position, and estate structure — revealing opportunities and vulnerabilities others may have missed.

3
Bespoke Strategy Development

Our team crafts a fully customized wealth management strategy aligned with your objectives, incorporating investment, tax, estate, and philanthropy into one integrated plan.

4
Implementation & Onboarding

We execute your strategy with precision, transitioning assets carefully to minimize tax impact and market risk, while you focus on what matters most.

5
Ongoing Partnership

Quarterly reviews, annual comprehensive audits, and always-available access to your dedicated advisor team ensure your strategy evolves with your life.

Client Perspectives

Trusted by Generations

Ashworth has managed my family's wealth through three generations. What sets them apart is not just their investment acumen — it is their genuine understanding of what wealth means to a family.

W. R. Harrington
Third-Generation Client, Since 1968

In thirty years of working with advisors, I have never encountered a firm so thorough, so discreet, and so genuinely aligned with my interests. The word "partner" is not just marketing — it is what they truly are.

C. M. Vanderbilt
Client Since 1991, $240M Portfolio

When we sold our business, we needed someone who could handle complexity with grace. Ashworth structured everything — the tax strategy, the trust structure, the family governance — flawlessly.

The Pemberton Family
Client Since 2008, Multi-Family Office
Our World

The Ashworth Environment

Ashworth Private wealth management office
Private client consultation room
Senior advisor team
Private wealth library
Begin Your Legacy

Your Family's Wealth Deserves Extraordinary Stewardship

A confidential conversation costs nothing. Discover whether Ashworth Private is the right partner for your family's future.

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