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