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Family Office Services
Focused on the ultra wealthy
Fidelity Family Office Services has a dedicated and exclusive focus on the ultra wealthy community and a deep understanding of their sophisticated needs. We provide custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the advisors who support them.*
Insights and connections
We're committed to connecting wealthy families and family offices to valuable research, best practices, and each other. We do this by providing access to valuable insights and perspectives from Fidelity's experts or third-party industry professionals.
Enjoy our latest insights on how Fidelity can help you and your family make the best decisions.
Top Ten Ways to Ensure Heartache in Your Family Audio Series
NOW PLAYING | Part 1: Waiting to tell your kids you're rich
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- * Fidelity Family Office Services provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
- ** during business hours (8:00 am to 8:00 pm EST)