Abbot Downing

Dedicated to Helping You Craft Your Legacy

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. Drawing on the strength and global resources of Wells Fargo, Abbot Downing offers clients access to opportunities not widely available while maintaining a low client-to-relationship manager ratio to deliver dedicated service.

Attending to the Full Impact of Your Unique Wealth

Unique wealth is far from one-dimensional. It has financial, social, and personal dimensions, and each requires a distinct level of care. To help clients shape a strong multigenerational plan, Abbot Downing’s comprehensive wealth management services include:

Asset Management

Your goals and priorities are unique and deserve thoughtful, custom solutions. At Abbot Downing, your team of investment strategists understands the complexities of managing institutional wealth for individuals. We consider all of your existing strategies and diligently study the tremendous choice and impact of investment options. We advise and act on the options that are best suited to meet your objectives. You receive truly customized solutions not widely available.

Legacy and Wealth Planning

Managing great wealth is not just about the numbers. We bring together all aspects of family wealth to ensure your financial and governance structures are designed to preserve wealth across generations. Working with you and your advisors to clarify the underlying dynamics of your situation, we help you develop solutions that reflect your values and priorities, and engage future generations to carry on your family legacy.

Institute for Family Culture

Working with a highly experienced consulting team of PhD and other advanced-degree professionals in education, psychology, history, and business, you can explore your family and business history and receive integrated strategic advice to address family culture challenges and opportunities. We help guide you through succession planning, social impact analysis, managing business transitions or sales, and a full-range of family dynamics and governance matters to help create plans that align with your goals.

Private Banking

Managing your wealth requires dedicated service. From everyday banking requests to sophisticated products and services, we’ll work with you to deliver customized solutions tailored to help meet your specific needs. You’ll benefit from the experience and knowledge of our banking and underwriting teams who focus solely on servicing the needs of ultra-high-net-worth individuals, families, and businesses.

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 the Abbot Downing Difference

Working as a collaborative team with clients and their other advisors, Abbot Downing’s holistic approach ensures clients receive comprehensive advice and strategies tailored to their goals and objectives.

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Call us at 1-888-648-8157 or 1-612-667-1764.