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