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Legacy and Wealth Planning Services

Crafting a Multigenerational Wealth Strategy

Our Legacy and Wealth Planning professionals focus solely on helping ultra-high-net-worth clients develop strategies designed to preserve wealth across generations. We work with you and your advisors to clarify the underlying dynamics of your situation and create solutions that reflect your values and priorities, and engage future generations who will carry on your family legacy.

Managing great wealth is not just about the numbers. We bring together all aspects of family wealth to ensure your financial and governance structures are designed for long-term success.

The Abbot Downing Difference

Dedicated Focus

You receive ongoing support from experienced wealth planning professionals to help you manage the full impact of your wealth and create a lasting legacy. Our skilled team—with advanced degrees in tax and law—specializes in addressing complexities unique to ultra-high-net-worth clients. This dedicated focus enables us to draw upon insights and experiences to help you create a meaningful wealth strategy.


Our team serves as a catalyst to pull together advisors—internal and external—to ensure efficiency and effectiveness in meeting your holistic financial needs. As part of this approach, we emphasize the ongoing need for communication and education among family members as well as other advisors.


We ask questions. We listen. We get to know you. We thoroughly review your legal and tax documentation to build a comprehensive view of your estate and wealth transfer structures. Then, we provide insightful advice and design solutions to help shape your future and create a long-lasting legacy.

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We help families build lasting legacies through specialized services, including:

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