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