About Us
The Abbot Downing Difference
Serving your best interests is at the heart of everything we do. Through our team-based approach, we leverage the knowledge of leaders from six integrated disciplines to address the financial, social, and personal dimensions of your wealth. We listen and then develop custom solutions tailored to each individual, family, and institution we serve.
15:1
Average Client-to-Relationship Manager Ratio
Over
45 years
of serving the ultra-high-net-worth client segment
More than
$47 billion
in total client assets
Top Award for
Wealth Planning – Institutional
(in conjunction with Wells Fargo Private Bank)
Family Wealth Report Awards 2020
Best Investment Platform – Client Service
Private Asset Management Awards 2019
Best Philanthropic Client Education
Private Asset Management Awards 2018
Best Private Wealth Manager in Client Service Over $5 Billion
Private Asset Management Awards 2017
Backed by the
STRENGTH OFWELLS FARGO
with more than $1.9 trillion in assets and more than 165 years in business
