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