Lowry Hill

read moreFor more than 45 years, Abbot Downing has served the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments. We partner with you and your advisors to manage the full impact of your wealth by crafting finely tuned strategies designed to deliver superior results over time. Unique wealth is far from one-dimensional. It has financial, social, and personal dimensions, and each requires a distinct level of care. We provide integrated solutions to you and can help you achieve your goals through our specialized knowledge and a comprehensive suite of services.

read moreServing 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.

read moreManaging substantial wealth for multigenerational families, family offices, foundations, and endowments is an enormous responsibility. It requires deep insight, specialized knowledge, and precisely crafted solutions. As your Chief Investment Officer, we listen carefully first, then construct and implement comprehensive solutions tailored to your goals and objectives. Our experienced due diligence team selects from a global opportunity set, providing access to extensively researched and thoroughly vetted institutional solutions not widely available to the public.

read moreManaging the full impact of significant wealth typically involves more than traditional financial services. With Abbot Downing, you can expect big-picture thinking and custom strategies. We have access to some of the highest quality resources and people in the financial industry who bring deep knowledge and access to a broad range of capabilities to address your needs. We work closely with you to understand and anticipate your needs by asking questions and listening. Then we present appropriate solutions.

read moreAt Abbot Downing, you'll work with a dedicated relationship manager who, along with a dedicated team of professionals representing six service areas, will deliver personalized service to you and your family. Stacey is a managing director in Abbot Downing's Minneapolis office where she leads a team of wealth management specialists in investment and fiduciary services, financial planning, family culture, and banking. Joel is a director in the Los Angeles office. In addition to managing client relationships, Joel's experience includes working with closely-held business owners and addressing wealth transfer planning objectives.