Write a Review. License. 6720 North Scottsdale Road Scottsdale, AZ 85253. Daniel L. Scott CSB Board Vice Chair Attorney St. Paul, MN. Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2013 Bloomberg Markets survey with over 1.7 Trillion in client assets and 500 people on staff — including psychologists and staff dedicated to building family genealogies. Abbot Downing, with $33.4 billion in client assets and a 40-year history serving ultra-high-net-worth clients, is part of Wells Fargo’s Wealth, Brokerage and Retirement group, a leading U.S. wealth manager, with $1.4 trillion in client assets. "Abbot Downing goes beyond traditional wealth planning analysis by focusing on clients' values, goals and vision," James Steiner, who will run Abbot Downing, said in a statement. Abbot Downing also was noted for having a low client-to-relationship manager ratio (15:1) and for having a comprehensive platform for communicating with clients across generations. Abbot Downing understands that fact, and thus has trained to ease a clients through their sudden wealth process regardless of their initial belief level. Mary Thompson Managing Director G100 Network New York, NY. Encantado Resort, Santa Fe, N.M. Four Seasons, Baltimore. Head of WIM Jonathan Weiss said the private bank and Abbot Downing were strategically important and offered “tremendous opportunity for long-term growth". Abbot Downing, Minneapolis. Wells Fargo Bank, Scottsdale Abbot Downing Trust Offic (2.6 miles) Limited Service Trust Office 6720 North Scottsdale Road Paradise Valley, AZ 85253. Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2013 Bloomberg Markets survey with over 1.7 Trillion in client assets and 500 people on staff — including psychologists and staff dedicated to building family genealogies . It's also important to understand this exactly why no other banks but Wells Fargo and Abbot Downing (they are separate technically) will be allowed to handle ZIM's redemptions and provide constant oversight per request of the Chinese Elders. We go beyond traditional financial services to help clients manage the full impact of unique wealth—addressing its financial, social, and personal dimensions. Wells Fargo Bank, Scottsdale Abbot Downing Trust Offic at 6720 North Scottsdale Road, Paradise Valley, AZ 85253. The average salary for "abbot downing" ranges from approximately $13.67 per hour for Control Officer to $15.60 per hour for Client Services Specialist. "We are delighted to be named the winner of this prestigious award by a respected panel of industry judges,” said Jim Steiner , president of Abbot Downing. Abbot Downing Golf Tournament Denise McLain Scottsdale, AZ denise.mcclain@abbotdowning.com 480-905-9248 Michael Lee Chicago, IL michael.lee@abbotdowning.com 312-954-4630 Ashar Group – Life Insurance Valuation & Life Settlements Wi-Fi Support Co-sponsor Jason Mendelsohn Orlando, FL Jason@ashargroup.com 407-782-5614 Daniel L. Scott CSB Board Secretary Partner, Stinson Leonard Street LLP Minneapolis, MN. Report Closed. Senior Director, Abbot Downing As a senior director of Family Dynamics and Education, Pat’s work with families focuses on growth and sustainability. Mary Thompson Managing Director G100 Network New York, NY. Asset Management, Abbot Downing Scottsdale, AZ (IAA 74-76) Evan Breibart Solicitor London, UK. 0 (800) 605-1821. Abbot Downing Minneapolis, MN. We have a team of 15 that sits in New York, Scottsdale, San Francisco, Chicago, and Southern California. Abbot Downing has four divisions: an asset management division, a private banking channel, a combined trust and fiduciary service, and a group that addresses family psychology and governance. Our People - Abbot Downing Denise E. McClain Denise E. McClain Director - Abbot Downing Denise is a director in the Scottsdale office. Abbot Downing serves clients in all 50 states through offices in San Francisco, Los Angeles, Scottsdale, Minneapolis, Chicago, Houston, New York, Philadelphia, Washington, D.C., Winston-Salem, Palm Beach, Naples and other regional offices. Prior to joining First Trust Company, Maisee was a client service associate at Abbot Downing (formerly Lowry Hill), the high net worth client division of Wells Fargo. Casey said Abbot Downing’s research shows there were about 329 households in Arizona with assets of $25 million or more last year, a 7 percent increase from 2010. Abbot Downing Ultra-high-net-worth clients flock to Wells Fargo-backed Abbot Downing, which will provide a comprehensive plan tailored to you and your family. 0 (888) 648-8157. Abbot Downing has just under 600 client relationships, including multiple families across generations. First Western Trust Bank, Scottsdale Branch (2.6 miles) Full Service Brick and Mortar Office 7025 N Scottsdale Rd Paradise Valley, AZ 85253 Valerie Dillon Founder and President Dillon Galleries Bolton Landing, NY. Next-Financing. Abbot Downing clients receive the dedicated service of a boutique firm, complemented by the resources of Wells Fargo, one of the most established financial institutions in the country. Dorsey & Whitney LLP, Minneapolis. State Status Acquired Updated; AZ: Active : 1998: 11/28/2020: We have not found any instances of professional misconduct for this lawyer. LeAnne Stewart ’87 Chief Financial Officer Axia Women’s Health Voorhees, NJ. Abbot Downing. Maisee Y. Xong, Vice President & Director of Operations. Its business is based on providing clients of unique wealth with comprehensive services to meet their distinct needs. 6720 N Scottsdale Rd Ste 350 Scottsdale, AZ, 85253-4456. Managing Director of the Institute for Family Culture at Abbot Downing. Abbot Downing. Resume. Jona Van Deun ’92 CSB Board Secretary President Nebraska Tech Collaborative Omaha, NE. Abbot Downing Minneapolis, MN. Casey G. Cowell Founder, Chairman Boomerang-Catapult, LLC Traverse City, MI. Before joining Abbot Downing, Grodan worked seven years at Merrill Lynch, where he provided investment advice and wealth transfer strategies for some of the firm’s largest clients. It's also important to understand this exactly why no other banks but Wells Fargo and Abbot Downing (they are separate technically) will be allowed to handle ZIM's redemptions and provide constant oversight per request of the Chinese Elders. Scottsdale’s Abbot Downing has added executive leadership coach Nancy Amick in Scottsdale to provide consulting services for family-owned … Salary information comes from 404,829 data points collected directly from employees, users, and past and present job … “Bringing these teams under Julia’s leadership will allow them to collaborate more closely and result in the … Abbot Downing understands that fact, and thus has trained to ease a clients through their sudden wealth process regardless of their initial belief level. The original Abbot Downing was a 19th-century New Hampshire builder of the iconic stagecoaches that have come to represent Wells Fargo, who was Abbot Downing’s largest customer. Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2013 Bloomberg Markets survey. Abbot Downing, with $32.9 billion in client assets, is part of the company’s Wealth, Brokerage and Retirement group, one of the largest U.S. wealth managers, with $1.3 trillion in client assets. Pat and her colleagues know first-hand the complexities that families of great wealth may face. Legal answers: 0: Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2013 Bloomberg Markets survey with over 1.7 Trillion in client assets and 500 people on staff — including psychologists and staff dedicated to building family genealogies . 6. Maisee is a dedicated professional handling day-to-day trust administration, operational processing, and regulatory compliance. Lewis Downing and J Stephens Abbot built a company known worldwide for its ingenuity, high-quality craftsmanship, and distinctive passenger experience. 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