Abbot Downing Information

Abbot Downing serves ultra-high-net-worth families and individuals, as well as endowments and foundations, to help preserve and grow assets while building legacies across generations. Our clients receive the dedicated service of a boutique firm, complemented by the resources of Wells Fargo, one of the most established financial institutions in the country. We go beyond traditional financial services to help clients manage the full impact of unique wealth – addressing its financial, social and personal dimensions. Each Abbot Downing relationship manager works with a small number of clients (typically 15:1), which allows teams to fully understand and anticipate client needs. Solutions are customized to meet each client’s circumstances and goals by capturing their full financial picture. Our goal is to understand where clients are and what they need, and help them achieve their goals and visions through our comprehensive suite of services: Planning, Family Dynamics and Education; Asset Management; Private Banking; Trust, Fiduciary, and Administrative Services; and Foundations and Endowments. Abbot Downing’s 300 professionals serve clients in all 50 states and manage $38 billion in client assets.