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