Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. 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. Trust Services. Managing the full impact of significant wealth typically involves more than traditional financial services. We go beyond traditional financial services—addressing the financial, social, and personal dimensions of unique wealth. Wells Fargo & Company and its affiliates do not provide legal advice. Objectivity, flexibility, and discretion are the cornerstones of every client relationship. Secure communication and document delivery are important. JavaScript is required to play this video. the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. NMLSR 399801. Our dedicated team successfully manages real and non-liquid assets. 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. All rights reserved. All rights reserved. All rights reserved. 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. is a bank affiliate of Wells Fargo & Company. A free inside look at company reviews and salaries posted anonymously by employees. We act as your global advisor, leveraging the information garnered for strategic decision making. Deposit products offered by Wells Fargo Bank, N.A. Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. We apologize for the inconvenience. Abbot Downing, a Wells Fargo business, and Wells Fargo Private Bank offer products and services through Wells Fargo Bank, N.A. Please consult your legal and tax advisors to determine how this information may apply to your own situation. 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. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. There is no substitute for experience. The CEO portal is a secure and allows each authorized family member to customize reports and views based on their preferences. About Us The Abbot Downing Difference. and its various affiliates and subsidiaries. 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. Learn more in this video about how the Abbot Downing team works to anticipate needs and simplify our clients’ financial lives. Rhonda O'Hara | Greater Minneapolis-St. Paul Area | Abbot Downing Client Service Consultant | 500+ connections | See Rhonda's complete profile on Linkedin and connect Wells Fargo & Company and its affiliates do not provide legal advice. Wells Fargo Bank, N.A. We craft plans designed to consider potential tax implications and streamline administration. Helping You Simplify Wealth Management. Bringing both the quantitative and qualitative aspects of wealth into harmony helps build a framework for long-term planning strategies. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. With Abbot Downing, you can expect big-picture thinking and custom strategies. Wells Fargo Bank, N.A. 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. Our services include: As a professional trustee, we work closely with you, your family, and your advisors to administer complex multigenerational trusts. 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. With Abbot Downing, you can expect big-picture thinking and custom strategies. 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. Wells Fargo announced the launch of its Abbot Downing brand this Monday. is a bank affiliate of Wells Fargo & Company. 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. This video was prepared by Abbot Downing for informational and educational purposes only. and its various affiliates and subsidiaries. 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. Our customized solutions provide an efficient way of managing your wealth by streamlining administrative details of accounts and services. Our Trust, Fiduciary, and Administrative Services are designed to remove some of the complexities associated with managing your wealth. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address Abbot Downing Investment Advisors operates as an investment advisory firm. The feature is unavailable at this time. Through the CEO portal, you can easily view your wealth across all assets, custodians, managers, entities, and generations. Yet we also remain nimble to address new regulations and navigate family changes. The CEO portal securely and conveniently gathers and displays all of your financial information and delivers it to you in one place. Serving your best interests is at the heart of everything we do. Learn more in this video about how the Abbot Downing team works to anticipate needs and simplify our clients’ financial lives. 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. The Company provides its services to individuals and pooled investment vehicles. 11 Abbot Downing reviews. Member FDIC. Incorporated in 1873, they kept offices in New York and in Boston at 388 Atlantic Avenue. Brokerage services are offered through Wells Fargo Advisors. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Transcript: Trust, Fiduciary, and Administrative Services: Complex services for client needs. 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. 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