Abbot Downing provides a distinct client experience for UHNW individuals and families with substantial assets typically defined as those with complex estate structures, advanced planning requirements and investable assets of $50 million or more.  The Abbot Downing team delivers the attentiveness of a boutique firm while also providing clients with opportunities that draw upon the strength of Wells Fargo.  Our team of specialized professionals offers an innovative, comprehensive suite of services to address the financial, social and personal dimensions of multigenerational wealth.  Abbot Downing has offices in 6 regions, a long operating history, and serves over 300 families.  Teams are staffed with professionals experienced in all aspects of wealth management services including Asset Management, Planning and Family Dynamics, Private Banking and Trust, Fiduciary and Administrative Services. Family dynamics professionals work as integral members of the client relationship team to help foster effective communication and develop strategies for family enterprise planning and governance, family wealth education and the preservation of wealth across generations. 


The Sr. Family Dynamics Consultant will strategically grow the business and serve the clients of the Abbot Downing group through delivery of differentiated specialty consulting. Collaborates with the AD Head of FD Consulting, AD Sr. FD Manager,  Senior Managing Director(s), Regional Managing Directors and client-facing professionals to surface, prioritize and cultivate family dynamics consulting opportunities that enable business acquisition, business expansion or business retention in the following areas: legacy planning; leadership development and family governance; parenting amid affluence; family education; transition planning; philanthropy as a family endeavor; values clarification; communication; and/or the preparation of heirs. Directs the delivery of family dynamics services across the national Abbot Downing footprint, including the delivery to clients of professional consultation and both the facilitative processes and specific tools designed to align with their stated objectives. Collaborates with the AD Head of FD Consulting, AD Sr. FD Manager, other business leaders and appropriate client-facing professionals to identify internal and external speaking engagements and other marketing opportunities that directly and indirectly build the Abbot Downing brand and highlight family dynamics consulting as a competitive differentiator. Develops and grows effective and collaborative internal partnerships with other Abbot Downing practice groups in the service of achieving business goals.

***This position can be located in any of the Abbot Downing hubs within the eastern half of the country.  Preferred locations are Winston-Salem, NC; New York, NY; Philadelphia, PA or Palm Beach, FL.***