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