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Your wealth is multi-dimensional, 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.

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Asset Management

Preserving and Growing Your Wealth

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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Our highly customized, institutional-quality investment solutions deliver results designed to reflect your needs and goals.

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Planning, Family Dynamics and Education

Creating a Shared Family Vision

Our Planning, Family Dynamics and Education professionals are experienced in helping ultra-high-net-worth families foster effective communication and develop strategies designed to preserve wealth across generations. We work with you to clarify the underlying dynamics of your situation and create plans that reflect your values and priorities, and engage, encourage, and educate future generations who will carry on your family’s legacy.

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Managing great wealth is not just about the numbers. We strive to ensure your plan is in line with your family's values and builds a lasting legacy.

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Trust, Fiduciary, and Administrative Services

Helping You Simplify Wealth Management

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.

LEARN MORE ABOUT TRUST, FIDUCIARY, AND ADMINISTRATIVE SERVICES

Objectivity, flexibility, and discretion are the cornerstones of every client relationship.

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Private Banking

​Solutions Designed with You in Mind​

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.

LEARN MORE ABOUT PRIVATE BANKING

Our Private Banking services are tailored to fit your unique financial demands and time-sensitive requests.

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Foundations and Endowments

Allowing You to Stay Focused on Your Mission

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.

LEARN MORE ABOUT FOUNDATIONS AND ENDOWMENTS

We provide access to a full suite of services designed to support your organization’s short- and long-term objectives.

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  • Asset Management

    Managing substantial wealth is an enormous responsibility. It requires specialized knowledge and custom solutions.

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  • Planning, Family Dynamics and Education

    When creating a roadmap for your wealth, there are individuals, families, and future generations to consider.

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  • Trust, Fiduciary, and Administrative Services

    We help you address the complexity associated with wealth management, allowing you to focus on what matters most.

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  • Private Banking

    Capabilities ranging from helping you fulfill routine banking requests to providing access to sophisticated banking solutions.

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  • Foundations and Endowments

    It is our mission to safeguard your investments and act on your organization’s best interests always.

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