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.
The Abbot Downing Difference
DEDICATED TEAM
There is no substitute for experience. Our dedicated team successfully manages real and non-liquid assets. We have deep knowledge in managing the full impact of wealth, from managing real and non-liquid assets to providing comprehensive fiduciary knowledge and solutions.
STREAMLINED ADMINISTRATION
Our customized solutions help make managing your wealth more efficient, allowing you more time to focus on the things that matter most.
COMPREHENSIVE VIEW
Commercial Electronic Office® (CEO®) portal, our proprietary comprehensive financial reporting solution, delivers a cumulative report that allows you to view all of your assets in one place.
SECURE MANAGEMENT
Secure communication and document delivery are important. The CEO portal is a secure and allows each authorized family member to customize reports and views based on their preferences.
Our Trust, Fiduciary, and Administrative Services are designed to remove some of the complexities associated with managing your wealth. Our services include:
Trust, Custody, and Fiduciary Management
As a professional trustee, we work closely with you, your family, and your advisors to administer complex multigenerational trusts. We craft plans designed to consider potential tax implications and streamline administration.
Comprehensive Financial Reporting
Through the CEO portal, you can easily view your wealth across all assets, custodians, managers, entities, and generations. The CEO portal securely and conveniently gathers and displays all of your financial information and delivers it to you in one place. We act as your global advisor, leveraging the information garnered for strategic decision making.
Financial Administration
Our customized solutions provide an efficient way of managing your wealth by streamlining administrative details of accounts and services.