Abbot Downing
True and Lasting Perspectives for Enduring Legacies

Abbot Downing works with ultra-high-net-worth individuals and families, as well as foundations and endowments, to help preserve and grow assets while building legacies across generations.

The Abbot Downing team delivers the attentiveness of a boutique firm while also providing clients access to the opportunities and resources within Wells Fargo, one of the most established financial institutions in the country. 

The original Abbot Downing company manufactured custom stagecoaches in the 19th century, producing magnificent works of craftsmanship that transported precious cargo across the country. Today, our business adheres to those same values of high-touch service, innovation, and attention to detail in how we work with you.

Tailored Solutions

Through our team-based approach, we draw on the knowledge of leaders from five integrated disciplines to address the financial, social, and personal dimensions of wealth.

Planning and Family Dynamics

Our Planning and Family Dynamics team provides complex wealth planning strategies for multigenerational families. We work with you to consider your broader history, values, and goals to help you preserve and grow wealth across generations.

We provide the advice and resources that can help determine the impact your wealth will have on your family, your community, and the world at large.

Asset Management

Abbot Downing serves as a chief investment officer for a select group of individuals, families, and foundations. Through our Asset Management services, we provide institutional-quality investment services suitable for the ultra-high-net-worth investor.

Our professionals work to understand your global financial enterprise, consider your other assets, and tailor a diversified investment plan that precisely targets your objectives.

We sift through the global set of investment choices to provide you with the sophisticated, customized solutions that only a diversified financial services firm can provide.

Private Banking

Our Private Banking team provides a tailored, efficient banking experience and one-of-a-kind lending solutions for complex business and personal needs. We can manage your routine banking requests and provide sophisticated banking solutions that fit your unique financial needs and time-sensitive situations.

Trust, Fiduciary, and Administrative Services

Frequently, our clients want to simplify administration, strengthen family harmony, reduce transfer taxes, ease wealth transfer, and maintain family vision.

Our Trust, Fiduciary, and Administrative Services team brings years of experience as a fiduciary to help you establish a plan that works over time.

We focus on streamlining the management of complex trust assets and account administration for a more efficient way of managing wealth.

Foundations and Endowments

Trustees are increasingly challenged by the complexity of asset management, fiduciary responsibilities, and their organization’s operational needs. We provide Outsourced Chief Investment Officers (OCIO) to free up your board and staff to stay focused on the constituents they serve. The OCIO acts as an extension of your organization and combines an institutional investment platform with consulting services designed to help meet your philanthropic and administrative needs.

Experience, Dedication, Perspectives

Our team has extensive, first-hand experience working with individuals and families of unique wealth, translating into a deep understanding of our clients’ sophisticated needs.

As thought leaders in our fields, we also share our innovative thinking and fresh insights through our publications and educational events across the country to provide clients with information on topics that are top of mind for them.

We invite you to learn more about
Abbot Downing Visit Our Site
Call us at 1-888-648-8157 or 1-612-667-1764.