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Services

Your wealth is multidimensional, and so is our approach.

Managing the full impact of significant wealth typically involves more than traditional financial services. With Abbot Downing, you can expect big-picture thinking and custom strategies. We have access to some of the highest quality resources and people in the financial industry who bring deep knowledge and access to a broad range of capabilities to address your needs.

We work closely with you to understand and anticipate your needs by asking questions and listening. Then we present appropriate solutions. Objectivity, flexibility, and discretion are the cornerstones of every relationship.

Role of relationship manager in relation to the client and services.

Asset Management

Managing substantial wealth is an enormous responsibility. It requires specialized knowledge and custom solutions. As your Chief Investment Officer, we listen and work to understand your comprehensive financial situation and recommend innovative solutions precisely targeted to help you achieve your objectives. From assessing your risks to researching specific investments and much more, we follow a rigorous asset management process to build and maintain a custom portfolio to help you in meeting your goals. Throughout our process, we continuously report and communicate to help ensure we are best meeting your needs.

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Legacy and Wealth Planning

Our Legacy and Wealth Planning professionals specialize in helping ultra-high-net-worth clients develop strategies to preserve and grow wealth. This dedicated focus enables us to draw upon insights and experiences to help you meet your holistic financial goals and achieve long-term success.

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Institute for Family Culture

The Institute for Family Culture offers you a highly experienced and innovative consulting team to help you address key priorities related to family dynamics and education matters. We can also guide you through specific initiatives such as succession planning, social impact analysis, and managing business transitions or sales.

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Trust, Fiduciary, and Administrative Services

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. 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.

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Private Banking

Knowing your needs can vary from routine banking requests to sophisticated banking solutions, our private banking capabilities are tailored to fit your unique financial demands and time-sensitive requests. The complexities and objectives of your needs are addressed in a comprehensive manner by our highly specialized team of dedicated banking and underwriting professionals.

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Foundations and Endowments

Trustees are increasingly challenged by the complexity of asset management, fiduciary responsibilities, and their organization’s operational needs. Abbot Downing offers an Outsourced Chief Investment Officer (OCIO) solution that helps to free board members and staff to focus on their mission by combining an institutional investment platform with specialized services.

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