Abbot Downing president James Steiner said that the firm works with individuals and families to help them preserve and grow their assets across generations while building a lasting legacy.
"They come to us not only for planning solutions and asset management, but for guidance to promote good stewardship. We help clarify their vision of how to use their wealth to positively impact their families and their communities," Steiner said.
"Our planners have experience in various disciplines and work collaboratively with our family dynamics consultants to focus not only on traditional wealth planning, such as cash flow, investments, and wealth transfer, but also on the legacy, values and wishes associated with the client’s long-term financial, organizational and philanthropic plans."
Abbot Downing provides a wide variety of solutions such as access to sophisticated investments not widely available to individual investors for private capital investments or managers who require high minimum investments or have limited capacity for new investors.
Abbot Downing combines the former Lowry Hill and Wells Fargo Family Wealth businesses and is planning to enhance its market share among the 10,000 households in the US who have $50m or more in investable assets and collectively control more than $1 trillion.
Investment services comprise custom portfolio construction; investment choices based on research and global and regional themes, such as distressed debt, analysis of current trends and macroeconomics and dedicated due diligence process.
Abbot Downing serves customers in all 50 states in the US.
