Abbot Downing, a part of Wells Fargo’s Wealth, Brokerage and Retirement group, has opened a new wealth office in New York.
The new office will be headed by Abbot Downing Northeast regional managing director Paul Cummings alongside the Wells Fargo Family History team.
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The family history team will serve ultra-high-net-worth families who seek to preserve their legacies for future generations.
In his new role, Cummings will be responsible for overseeing a team that provides planning and family dynamics services; asset management; private banking; trust, fiduciary and administrative services.
Based in San Francisco, the Wells Fargo History Center provides clients with an archive of historical documents charting the geographic, social, economic, political, religious and cultural circumstances.
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