Charles Monat Associates: Monthly fees won't fly, so banks piling into crowded family office space






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	Thursday, November 03, 2011 Monthly fees won't fly, so banks piling into crowded family office space The combination of assets from Wells Fargo Family Wealth and its Lowry Hill Investment Advisors Inc. will start the new Abbot Downing advisory unit off with about $27.5 billion in client assets and about 575 clients. Abbot Downing, which is the name of the firm that built the signature Wells Fargo stagecoaches, will focus on gaining customers with $50 million or more in investible assets. The family office also aims to provide a full array of financial services, including mergers-and-acquisitions help, insurance and commercial banking. Read more... posted by Charles Monat Associates at 10:34 AM 0 Comments: Post a Comment « Home
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