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. Abbot Downing Services Your wealth is multidimensional, and so is our approach. This foundational knowledge helps provide enhanced communication, actionable … 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. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address 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. Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. Serving your best interests is at the heart of everything we do. Incorporated in 1873, they kept offices in New York and in Boston at 388 Atlantic Avenue. Brokerage services are offered through Wells Fargo Advisors. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address The feature is unavailable at this time. Yet we also remain nimble to address new regulations and navigate family changes. © 2020 Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. JavaScript is required to play this video. Yet we also remain nimble to address new regulations and navigate family changes. We apologize for the inconvenience. In this video, senior leaders of Abbot Downing discuss our holistic approach to working with families of unique wealth. Wells Fargo & Company and its affiliates do not provide legal advice. Helping You Simplify Wealth Management. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Wells Fargo Bank, N.A. 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 … 11 Abbot Downing reviews. Transcript: Trust, Fiduciary, and Administrative Services: Complex services for client needs. © 2020 Wells Fargo Bank, N.A. Learn more in this video about how the Abbot Downing team works to anticipate needs and simplify our clients’ financial lives. Member FDIC. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. The CEO portal securely and conveniently gathers and displays all of your financial information and delivers it to you in one place. 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 have deep knowledge in managing the full impact of wealth, from managing real and non-liquid assets to providing comprehensive fiduciary knowledge and solutions. Member FDIC. and its various affiliates and subsidiaries. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Please enable JavaScript, or download the video in MP4 format. 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. Our Trust, Fiduciary, and Administrative Services are designed to remove some of the complexities associated with managing your wealth. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. [] The new division was created by the merger of former Wells Fargo … and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. 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 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. is a bank affiliate of Wells Fargo & Company. Member FDIC. © 2016 Wells Fargo Bank, N.A. 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. 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. Deposit products offered by Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Please try again later. The CEO portal is a secure and allows each authorized family member to customize reports and views based on their preferences. Wells Fargo Bank, N.A. Wells Fargo & Company and its affiliates do not provide legal advice. We go beyond traditional financial services—addressing the financial, social, and personal dimensions of unique wealth. Wells Fargo Bank, N.A. Secure communication and document delivery are important. Deposit products offered by Wells Fargo Bank, N.A. A free inside look at company reviews and salaries posted anonymously by employees. Wells Fargo Bank, N.A. With Abbot Downing, you can expect big-picture thinking and custom strategies. and its various affiliates and subsidiaries. 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. The Company provides its services to individuals and pooled investment vehicles. Abbot Downing Investment Advisors operates as an investment advisory firm. We craft plans designed to consider potential tax implications and streamline administration. Bringing both the quantitative and qualitative aspects of wealth into harmony helps build a framework for long-term planning strategies. Deposit products offered by 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. 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. Wells Fargo announced the launch of its Abbot Downing brand this Monday. is a bank affiliate of Wells Fargo & Company. and its various affiliates and subsidiaries. Please consult your legal and tax advisors to determine how this information may apply to your own situation. We apologize for the inconvenience. All rights reserved. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. All rights reserved. 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. 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. is a bank affiliate of Wells Fargo & Company. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. Abbot Downing, a Wells Fargo business, offers products and services through Wells Fargo Bank, N.A. Our dedicated team successfully manages real and non-liquid assets. is a banking affiliate of Wells Fargo & Company. 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. 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. 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. Through the CEO portal, you can easily view your wealth across all assets, custodians, managers, entities, and generations. the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. Objectivity, flexibility, and discretion are the cornerstones of every client relationship. Managing the full impact of significant wealth typically involves more than traditional financial services. Our services include: As a professional trustee, we work closely with you, your family, and your advisors to administer complex multigenerational trusts. About Us The Abbot Downing Difference. Rhonda O'Hara | Greater Minneapolis-St. Paul Area | Abbot Downing Client Service Consultant | 500+ connections | See Rhonda's complete profile on Linkedin and connect Solution Provider. NMLSR 399801. All rights reserved. Please try again later. 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. and its various affiliates and subsidiaries. Wells Fargo & Company and its affiliates do not provide legal advice. They made all kinds of wagons, including ambulances and gun carriages during the Civil War . With Abbot Downing, you can expect big-picture thinking and custom strategies. 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. We act as your global advisor, leveraging the information garnered for strategic decision making. The feature is unavailable at this time. Abbot Downing, a Wells Fargo business, and Wells Fargo Private Bank offer products and services through Wells Fargo Bank, N.A. 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. Member FDIC. This video was prepared by Abbot Downing for informational and educational purposes only. Deposit products offered by Wells Fargo Bank, N.A. 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. Trust Services. NMLSR 399801. Our customized solutions provide an efficient way of managing your wealth by streamlining administrative details of accounts and services.
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