The Company provides its services to individuals and pooled investment vehicles. Wells Fargo announced the launch of its Abbot Downing brand this Monday. Please try again later. 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. In this video, senior leaders of Abbot Downing discuss our holistic approach to working with families of unique wealth. 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 craft plans designed to consider potential tax implications and streamline administration. Deposit products offered by Wells Fargo Bank, N.A. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address 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. This foundational knowledge helps provide enhanced communication, actionable … About Us The Abbot Downing Difference. Our customized solutions help make managing your wealth more efficient, allowing you more time to focus on the things that matter most. © 2016 Wells Fargo Bank, N.A. With Abbot Downing, you can expect big-picture thinking and custom strategies. We apologize for the inconvenience. Secure communication and document delivery are important. and its various affiliates and subsidiaries. and its various affiliates and subsidiaries. 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. and its various affiliates and subsidiaries. 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. 11 Abbot Downing reviews. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Deposit products offered by Wells Fargo Bank, N.A. Objectivity, flexibility, and discretion are the cornerstones of every client relationship. Learn more in this video about how the Abbot Downing team works to anticipate needs and simplify our clients’ financial lives. is a bank affiliate of Wells Fargo & Company. and its various affiliates and subsidiaries. Abbot Downing Services Your wealth is multidimensional, and so is our approach. Please consult your legal and tax advisors to determine how this information may apply to your own situation. Please consult your legal and tax advisors to determine how this information may apply to your own situation. Wells Fargo Bank, N.A. Brokerage services are offered through Wells Fargo Advisors. Deposit products offered by Wells Fargo Bank, N.A. 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. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. All rights reserved. We apologize for the inconvenience. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Abbot Downing, a Wells Fargo business, provides products and services through 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. is a banking affiliate of Wells Fargo & Company. Abbot Downing, a Wells Fargo business, offers products and services through Wells Fargo Bank, N.A. Trust Services. Member FDIC. © 2020 Wells Fargo Bank, N.A. We go beyond traditional financial services—addressing the financial, social, and personal dimensions of unique wealth. Please enable JavaScript, or download the video in MP4 format. The CEO portal is a secure and allows each authorized family member to customize reports and views based on their preferences. With Abbot Downing, you can expect big-picture thinking and custom strategies. JavaScript is required to play this video. Rhonda O'Hara | Greater Minneapolis-St. Paul Area | Abbot Downing Client Service Consultant | 500+ connections | See Rhonda's complete profile on Linkedin and connect 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. Managing the full impact of significant wealth typically involves more than traditional financial services. Member FDIC. Helping You Simplify Wealth Management. Deposit products offered by Wells Fargo Bank, N.A. We act as your global advisor, leveraging the information garnered for strategic decision making. 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. Our services include: As a professional trustee, we work closely with you, your family, and your advisors to administer complex multigenerational trusts. Abbot Downing, a Wells Fargo business, and Wells Fargo Private Bank offer products and services through Wells Fargo Bank, N.A. 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. 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 … NMLSR 399801. Wells Fargo & Company and its affiliates do not provide legal advice. 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. 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. is a bank affiliate of Wells Fargo & Company. The feature is unavailable at this time. Our customized solutions provide an efficient way of managing your wealth by streamlining administrative details of accounts and services. 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. Abbot Downing Investment Advisors operates as an investment advisory firm. Please consult your legal and tax advisors to determine how this information may apply to your own situation. They made all kinds of wagons, including ambulances and gun carriages during the Civil War . Member FDIC. Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. Transcript: Trust, Fiduciary, and Administrative Services: Complex services for client needs. Incorporated in 1873, they kept offices in New York and in Boston at 388 Atlantic Avenue. A free inside look at company reviews and salaries posted anonymously by employees. 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. All rights reserved. Member FDIC. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. There is no substitute for experience. the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. and its various affiliates and subsidiaries. Wells Fargo & Company and its affiliates do not provide legal advice. Our dedicated team successfully manages real and non-liquid assets. Please try again later. Our Trust, Fiduciary, and Administrative Services are designed to remove some of the complexities associated with managing your wealth. Abbot-Downing made coaches and large passenger vehicles of all kinds, including horse-drawn streetcars. Wells Fargo & Company and its affiliates do not provide legal advice. 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. Through the CEO portal, you can easily view your wealth across all assets, custodians, managers, entities, and generations. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address Wells Fargo & Company and its affiliates do not provide legal advice. Member FDIC. 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. 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. Wells Fargo Bank, N.A. NMLSR 399801. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. All rights reserved. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. Wells Fargo Bank, N.A. This video was prepared by Abbot Downing for informational and educational purposes only. and its various affiliates and subsidiaries. Serving your best interests is at the heart of everything we do. 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. 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. 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. The feature is unavailable at this time. 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. is a bank affiliate of Wells Fargo & Company. Learn more in this video about how the Abbot Downing team works to anticipate needs and simplify our clients’ financial lives. The ALEC Investment Advisor program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. Yet we also remain nimble to address new regulations and navigate family changes. 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. [] The new division was created by the merger of former Wells Fargo … Solution Provider. Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. and its various affiliates and subsidiaries.

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