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