About Us The Abbot Downing Difference. A custom-crafted and well-executed wealth management plan can help you simplify administration, strengthen family harmony, reduce transfer taxes, ease wealth transfer, and maintain family vision. and its various affiliates and subsidiaries. Rhonda O'Hara | Greater Minneapolis-St. Paul Area | Abbot Downing Client Service Consultant | 500+ connections | See Rhonda's complete profile on Linkedin and connect Solution Provider. Abbot Downing, a Wells Fargo business, offers products and services through Wells Fargo Bank, N.A. Peter Barcia, a 27-year veteran in financial services has joined the New York office of Abbot Downing as Managing Director and Senior Portfolio Manager. Transcript: Trust, Fiduciary, and Administrative Services: Complex services for client needs. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Wells Fargo & Company and its affiliates do not provide legal advice. Secure communication and document delivery are important. Brokerage services are offered through Wells Fargo Advisors. Deposit products offered by Wells Fargo Bank, N.A. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. Member FDIC. The feature is unavailable at this time. Please consult your legal and tax advisors to determine how this information may apply to your own situation. Abbot Downing serves the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments to help preserve and grow assets while building legacies across generations. © 2016 Wells Fargo Bank, N.A. Our Trust, Fiduciary, and Administrative Services are designed to remove some of the complexities associated with managing your wealth. 11 Abbot Downing reviews. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. Serving your best interests is at the heart of everything we do. They made all kinds of wagons, including ambulances and gun carriages during the Civil War . Learn more in this video about how the Abbot Downing team works to anticipate needs and simplify our clients’ financial lives. All rights reserved. and its various affiliates and subsidiaries. is a bank affiliate of Wells Fargo & Company. Our customized solutions provide an efficient way of managing your wealth by streamlining administrative details of accounts and services. Our services include: As a professional trustee, we work closely with you, your family, and your advisors to administer complex multigenerational trusts. Please consult your legal and tax advisors to determine how this information may apply to your own situation. NMLSR 399801. Wells Fargo Bank, N.A. With Abbot Downing, you can expect big-picture thinking and custom strategies. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. We act as your global advisor, leveraging the information garnered for strategic decision making. and its various affiliates and subsidiaries. Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. Wells Fargo Bank, N.A. This foundational knowledge helps provide enhanced communication, actionable … Abbot Downing has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of this website. The Company provides its services to individuals and pooled investment vehicles. Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. Through the support of Concord School District, Concord Hospital Trust, The City of Concord, Concord Community Music School, Gibson’s Bookstore, The Female Charitable Foundation and several generous private donors, Family Center has now expanded to all Concord neighborhoods. A custom-crafted and well-executed wealth management plan can help you simplify administration, strengthen family harmony, reduce transfer taxes, ease wealth transfer, and maintain family vision. Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment and fiduciary services, including personal trust services and a … Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address The ALEC Investment Advisor program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. Learn more in this video about how the Abbot Downing team works to anticipate needs and simplify our clients’ financial lives. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Abbot-Downing made coaches and large passenger vehicles of all kinds, including horse-drawn streetcars. All rights reserved. Please try again later. the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. is a banking affiliate of Wells Fargo & Company. Managing the full impact of significant wealth typically involves more than traditional financial services. Member FDIC. Helping You Simplify Wealth Management. Abbot Downing has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of this website. Abbot Downing Services Your wealth is multidimensional, and so is our approach. We apologize for the inconvenience. Through the CEO portal, you can easily view your wealth across all assets, custodians, managers, entities, and generations. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. and its various affiliates and subsidiaries. Deposit products offered by Wells Fargo Bank, N.A. Wells Fargo & Company and its affiliates do not provide legal advice. Member FDIC. The feature is unavailable at this time. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address A free inside look at company reviews and salaries posted anonymously by employees. Commercial Electronic Office® (CEO®) portal, our proprietary comprehensive financial reporting solution, delivers a cumulative report that allows you to view all of your assets in one place. We have deep knowledge in managing the full impact of wealth, from managing real and non-liquid assets to providing comprehensive fiduciary knowledge and solutions. and its various affiliates and subsidiaries. is a bank affiliate of Wells Fargo & Company. Abbot Downing, a Wells Fargo business, and Wells Fargo Private Bank offer products and services through Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. Abbot Downing Clarity is a signature service that provides a comprehensive view of your financial architecture as well as an understanding of your family’s values and priorities. and its various affiliates and subsidiaries. We apologize for the inconvenience. Wells Fargo Bank, N.A. Trust Services. Not Insured by the FDIC or Any Federal Government Agency, Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate, Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested, Trust, Fiduciary, and Administrative Services. Our customized solutions help make managing your wealth more efficient, allowing you more time to focus on the things that matter most. Yet we also remain nimble to address new regulations and navigate family changes. Bringing both the quantitative and qualitative aspects of wealth into harmony helps build a framework for long-term planning strategies. Wells Fargo Bank, N.A. How they do it: Abbot Downing provides its clients with a full range of service, beyond traditional private banking meeting the full range of their clients needs. © 2020 Wells Fargo Bank, N.A. Member FDIC. Through our team-based approach, we leverage the knowledge of leaders from six integrated disciplines to address the financial, social, and personal dimensions of your wealth. With years of experience and our focus on listening to clients, Abbot Downing will help you and your family develop an appropriate long-term plan to meet your goals. With Abbot Downing, you can expect big-picture thinking and custom strategies. Incorporated in 1873, they kept offices in New York and in Boston at 388 Atlantic Avenue. This video was prepared by Abbot Downing for informational and educational purposes only. Objectivity, flexibility, and discretion are the cornerstones of every client relationship. NMLSR 399801. Yet we also remain nimble to address new regulations and navigate family changes. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. Not Insured by the FDIC or Any Federal Government Agency, Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate, Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested, Trust, Fiduciary, and Administrative Services. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. Wells Fargo announced the launch of its Abbot Downing brand this Monday. Please consult your legal and tax advisors to determine how this information may apply to your own situation. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. The CEO portal is a secure and allows each authorized family member to customize reports and views based on their preferences. Deposit products offered by Wells Fargo Bank, N.A. There is no substitute for experience. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. Member FDIC. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Our dedicated team successfully manages real and non-liquid assets. Wells Fargo & Company and its affiliates do not provide legal advice. [] The new division was created by the merger of former Wells Fargo … is a bank affiliate of Wells Fargo & Company. Wells Fargo & Company and its affiliates do not provide legal advice. Deposit products offered by Wells Fargo Bank, N.A. Please try again later. JavaScript is required to play this video. is a bank affiliate of Wells Fargo & Company. We craft plans designed to consider potential tax implications and streamline administration. All rights reserved. In this video, senior leaders of Abbot Downing discuss our holistic approach to working with families of unique wealth. The CEO portal securely and conveniently gathers and displays all of your financial information and delivers it to you in one place. © 2020 Wells Fargo Bank, N.A. Please enable JavaScript, or download the video in MP4 format. For more than 40 years, Abbot Downing has focused solely on the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments to help preserve and grow assets while building legacies across generations. We go beyond traditional financial services—addressing the financial, social, and personal dimensions of unique wealth. Abbot Downing Investment Advisors operates as an investment advisory firm. Easily view your wealth by streamlining Administrative details of accounts and services through Wells Fargo Bank,.! Company provides its services to individuals and pooled Investment vehicles you more time ask... 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