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