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.
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.
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.
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.
Objectivity, flexibility, and discretion are the cornerstones of every client relationship.
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.
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.
- Open Tab
Asset ManagementOpen Tab
Managing substantial wealth is an enormous responsibility. It requires specialized knowledge and custom solutions.
Planning, Family Dynamics and EducationOpen Tab
When creating a roadmap for your wealth, there are individuals, families, and future generations to consider.
Trust, Fiduciary, and Administrative ServicesOpen Tab
We help you address the complexity associated with wealth management, allowing you to focus on what matters most.
Private BankingOpen Tab
Capabilities ranging from helping you fulfill routine banking requests to providing access to sophisticated banking solutions.
Foundations and EndowmentsOpen Tab
It is our mission to safeguard your investments and act on your organization’s best interests – always.