Abbot Downing is named for the builder of the Concord Coach, the 19th-century stagecoach featured in Wells Fargo’s branding. We consider all of your existing strategies and diligently study the tremendous choice and impact of investment options. We help guide you through succession planning, social impact analysis, managing business transitions or sales, and a full-range of family dynamics and governance matters to help create plans that align with your goals. Managing great wealth is not just about the numbers. © 2020 Wells Fargo Bank, N.A. Greater Minneapolis-St. Paul Area. and its various affiliates and subsidiaries. From everyday banking requests to sophisticated products and services, we’ll work with you to deliver customized solutions tailored to help meet your specific needs. By continuing your navigation, you consent to their use. Additional information is available upon request. by Lisa Featherngill, Head of Legacy and Wealth Planning, Abbot Downing. 1999 – 2003. At Abbot Downing, Keith Baum has 25 colleagues who can be contacted including Jack Ginter (President), Paul Cummings (Northeast)… Homonyms. ... the opportunities and challenges associated with creating new investment vehicles that create growth and meaning. Carol Schleif, deputy chief investment officer at Abbot Downing, broke it down for investors. Wells Fargo Bank, N.A. Monthly Personal Finance Column and a variety of special features in Twin Cities Business Monthly, an award winning regional publication ... as they struggle to find meaning, friendship, and their own purpose in life without having to take the financial risks their parents often did. Abbot Downing. Working with a highly experienced consulting team of PhD and other advanced-degree professionals in education, psychology, history, and business, you can explore your family and business history and receive integrated strategic advice to address family culture challenges and opportunities. Wells Fargo & Company and its affiliates do not provide legal advice. University of Minnesota-Duluth. Managing your wealth requires dedicated service. Empowerment can come in many forms. Abbot Downing and Wells Fargo Private Bank serve high net worth individuals and families helping to build, manage, preserve, and transfer their wealth. is a banking affiliate of Wells Fargo & Company. “The nature of the pandemic, and all the surrounding uncertainty, has highlighted the importance of thinking about the intentions for wealth in general. We bring together all aspects of family wealth to ensure your financial and governance structures are designed to preserve wealth across generations. File:Abbott & Downing Concord Coach, view 3 - Hadley Farm Museum - DSC07628.JPG From Wikimedia Commons, the free media repository Jump to navigation Jump to search Achievements (2) CFA. Serving your best interests is at the heart of everything we do. Some alternative investments and complementary strategies may be available to pre-qualified investors only. is a bank affiliate of … Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared. According to Webster’s, the definition of empowerment is “granting of power, right or authority to perform various acts and duties or the … We listen and then develop custom solutions tailored to each individual, family, and institution we serve. University of Minnesota-Duluth Bachelor's Degree. Depending on a given Abbot Downing will offer in-house and third-party investments and will invest in stocks, bonds, hedge funds and real estate, according to Sandy Deem, a Wells Fargo spokeswoman. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. We provide Outsourced Chief Investment Officers (OCIO) to free up your board and staff to stay focused on the constituents they serve. We advise and act on the options that are best suited to meet your objectives. Size of this preview: 400 × 600 pixels. At Abbot Downing, your team of investment strategists understands the complexities of managing institutional wealth for individuals. Abbot Downing is a combination of the former Lowry Hill and Wells Fargo Family Wealth businesses and is part of the company’s Wealth, Brokerage and Retirement group. Log In Receive full access to our market insights, commentary, newsletters, breaking news alerts, and more. the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. methods to lift returns (see Abbot Downing white paper: Concentration, Opacity, Illiquidity, Leverage, Skill (COILS) 2). Drawing on the strength and global resources of Wells Fargo, Abbot Downing offers clients access to opportunities not widely available while maintaining a low client-to-relationship manager ratio to deliver dedicated service. Advisors in the Private Bank and Abbot Downing family office businesses are moving into the broader 13,000-advisor brokerage business under the plan engineered by … Wells Fargo Bank, N.A. Two wheelwrights named J. S. Abbot and Lewis Downing perfected the first Concord Stagecoach in 1826. Abbot Downing acknowledges the extensive work and resources of the Family Office Exchange’s (FOX) 2005 Thought Leaders Program. It has financial, social, and personal dimensions, and each requires a distinct level of care. All rights reserved. Our Trust, Fiduciary, and Administrative Services team brings years of experience as a fiduciary to help you establish a plan that works over time. Unique wealth is far from one-dimensional. It begins with helping define long-term goals and objectives through informal dialog and formal assessments. The OCIO acts as an extension of your organization and combines an institutional investment platform with consulting services designed to help meet your philanthropic and administrative needs. Abbot Downing, a Wells Fargo business, and Wells Fargo Private Bank offer products and services through Wells Fargo Bank, N.A. The Abbot Downing approach to risk management is a multi-step process that helps identify, manage, mitigate and monitor risks that may prevent the client from achieving their future vision. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Abbot Downing, Wells Fargo’s Bank For Super Rich, Opening In Chicago Wells Fargo & Co.’s new bank for the super rich is set to open in Chicago, targeting households with $50 million or more to invest. Member FDIC. The organizational chart of Abbot Downing displays its 32 main executives including Jack Ginter, Jason Davis and Michael Casey × We use cookies to provide a better service. For more information about our people and our services: © 1999 - 2021 Wells Fargo. by Lisa Featherngill, Head of Legacy and Wealth Planning, Abbot Downing. 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. Other resolutions: 160 × 240 pixels | 320 × 480 pixels | 512 × 768 pixels | 682 × 1,024 pixels | 3,648 × 5,472 pixels. The Universal Team is the first tier, which works on formulating expectations for the whole school to demonstrate. Abbot Downing, the Minneapolis-based private wealth arm of Wells Fargo & Co. for individuals and families with at least US$50 million in investable assets, is responding with a … Deposit products offered by Wells Fargo Bank, N.A. You receive truly customized solutions not widely available. is a bank affiliate of Wells Fargo & Company. 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. Abbot Downing and Wells Fargo Private Bank serve high net worth individuals and families helping to build, manage, preserve, and transfer their wealth. We focus on streamlining the management of complex trust assets and account administration for a more efficient way of managing wealth. Abbot Downing, Wells Fargo’s operation for ultra-high-net-worth families, works with clients who have at least $50 million in investable assets or $100 million in net worth. and its various affiliates and subsidiaries. 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