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