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