PALM BEACH, Fla.--(BUSINESS WIRE)--
Abbot Downing is expanding its Family Dynamics and Education practice
with the addition of senior family dynamics consultant, Jill Shipley,
who brings 15 years of experience working with family enterprises. Abbot
Downing, with $37.9 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 $1.5
trillion in client assets.
Shipley was awarded the Rising Star Award at the 2014 Family Wealth
Report Awards for her approach to working with ultra-high-net-worth
clients on the complexities of multi-generational wealth transfer. She
previously served as director of family education at GenSpring, where
she was responsible for wealth education and worked with clients to
enhance family cohesiveness, prepare heirs and plan for transitions.
Prior to this role, Shipley was assistant director of the Family
Business Center at Stetson University, where she was an adjunct
professor in Family Business and co-developed the university’s academic
major in Family Business. In her new role, she will report to Arne
Boudewyn, head of Family Dynamics and Education at Abbot Downing.
“We help clients develop cohesive dialogue between generations to
perpetuate a healthy legacy for their families and the communities they
care about,” Boudewyn said. “We continue to see a growing demand for
these important services that help families make decisions based on a
shared sense of values, mission and vision.”
Shipley joins a team of highly credentialed consultants with doctorate
degrees in behavioral and social sciences. The team works with clients
to develop strategies for communication, education and philanthropic
giving. Abbot Downing was one of the first firms to create a family
dynamics team more than a decade ago.
A graduate of Stetson University, Shipley holds a master’s degree in
business administration and a bachelor’s degree in business with an
emphasis on family business. She was awarded the Claritas Investment
Certificate from the CFA Institute and is certified as an Effective
Meeting Facilitator and as a Wealth International Money Coach. She
serves as a board member for Stetson University’s Family Enterprise
Center and for McCann & Consulting, a family business consulting
practice. Shipley also is an advisor to the Redwoods Initiative, a
not-for-profit venture focused on wealth education, and is an active
member of the Family Office Exchange and the Family Firm Institute.
The Family Dynamics and Education practice works closely with the Abbot
Downing team of professionals who provide planning, asset management,
private banking, and trust, fiduciary and administrative services to the
firm’s more than 600 clients.
About Abbot Downing
Abbot Downing serves clients in all 50 states through offices in San
Francisco, Los Angeles, Scottsdale, Houston, Minneapolis, Chicago,
Philadelphia, Washington, D.C., New York, Charlotte, Winston-Salem,
Naples, Palm Beach and other regional offices. Abbot Downing is the
world’s eighth-largest family office based on assets, according to the
2012 Bloomberg Markets survey. Wells Fargo launched the Abbot
Downing brand on April 2, 2012, combining two Wells Fargo
ultra-high-net-worth businesses. The original Abbot Downing built the
iconic stagecoaches that have come to represent Wells Fargo.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified,
community-based financial services company with $1.6 trillion in assets.
Founded in 1852 and headquartered in San Francisco, Wells Fargo provides
banking, insurance, investments, mortgage, and consumer and commercial
finance through more than 9,000 locations, 12,500 ATMs, and the internet
(wellsfargo.com), and has offices in 36 countries to support customers
who conduct business in the global economy. With approximately 265,000
team members, Wells Fargo serves one in three households in the United
States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2014
rankings of America’s largest corporations. Wells Fargo’s vision is to
satisfy all our customers’ financial needs and help them succeed
financially. Wells Fargo perspectives and stories are also available at blogs.wellsfargo.com
and at wellsfargo.com/stories.
Abbot Downing, a Wells Fargo business, provides products and services
through Wells Fargo Bank, N.A. and its various affiliates and
subsidiaries. Some alternative investments and complementary strategies
may be available to pre-qualified investors only. Certain products and
services offered subject to credit approval or credit qualification.
Wells Fargo Bank, N. A. Member FDIC, NMLSR ID 399801
Photos/Multimedia Gallery Available: http://www.businesswire.com/multimedia/home/20140825005330/en/
Sandy Deem, 704-374-2710
Source: Abbot Downing