Helping family offices and wealthy families thrive
At Fidelity, we offer multi-family offices, single-family offices, and wealthy families access to the full breadth of our institutional solutions and industry experts. Together, we'll help you grow your families' wealth and protect their financial legacy.
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How Can Fidelity Help Your Family Office?
With over 75 years of experience supporting the ultra-wealthy community, we understand the challenges and opportunities you face every day. We'll help you focus on what matters most so you can:
Run an efficient and secure family office
Execute your strategies with flexible tools and open architecture technology products backed by state of the art cyber security and world-class support and service.
Stay connected in a rapidly evolving market
Access the latest market research and perspectives while keeping a pulse on important investment trends like alternative investing, digital assets, ESG, and charitable giving
Build sophisticated investment strategies
Receive cost-effective prime brokerage service with access to institutional trading, restricted stock services, securities finance, and cash management.
Questions to Ask to Help Formulate Your Office's Mission and Vision
A conversation guide to help identify and establish the family's long-term, multi-generational goals
Helping Family Offices Connect
Through in-house centers of excellence, exclusive events, and partnerships with peer networks, we offer unique opportunities for family members and family office executives to learn and network.
Forge Community
Forge is the fastest growing peer-to-peer network of single family offices. At 1,700+ members, the Forge community* is where single family offices gather to gain unbiased perspective, exchange ideas, and find answers to their questions.
The Fidelity Center for Family Engagement (FCFE)
Learn from the team at The Fidelity Center for Family Engagement (FCFE), a center of excellence at Fidelity that delivers thought leadership, programs, tools, and resources for advisors and families across all levels of wealth.
Exclusive Events
Share ideas with peers at exclusive events and regional family office executive roundtables.
Who We Work With
Today, Fidelity provides services to more than 450 of America's wealthiest families, with more than $300 billion of assets in custody with Fidelity.†
Multi-Family Offices
Our family office team understands the unique needs of wealthy families and what it takes to run a successful RIA firm. Consider us an extension of your office and leverage our experience to provide custom wealth advisory services for your sophisticated clients.
Single-Family Office
With a long-standing commitment to the family office community, our dedicated relationship team will help you navigate the creation and operation of your family office, ensuring you have access to the resources and community connections that can benefit you most.
Wealthy Families
For the ultra-wealthy who prefer autonomy and have complex investment needs, we offer access to institutional investment and brokerage services, thought leadership, and a community of peers.
Hear From Fidelity Clients
Family office clients share their experience working with Fidelity.
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The Power of independence
Parcion discusses why they decided to explore independence and the process they followed to bring their vision to life.
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Powering growth for clients
GenTrust senior leaders discuss the importance of providing holistic, differentiated solutions and how Fidelity helps them grow, drive efficiencies and deliver a better client experience.
Exceptional Service Sets Us Apart
“Fidelity is very responsive with our needs and requests and if they don’t have the answer for something immediately, they put us in contact with someone who does (whether it’s a different department within Fidelity or another FO client). The Fidelity team has been proactive with scheduling network opportunities in 2021 — both investment and back office related. The enhancements to Wealthscape have enabled us to be more efficient running the business.”‡
Exceptional Service Sets Us Apart
“Fidelity has the best group on the street. Our team doesn’t try to steer us one way or another. They just give us the facts and their view.”‡
Exceptional Service Sets Us Apart
“The Family Office team consists of very bright and capable individuals who are very responsive to my questions and or needs. They are willing to set up a call with internal experts pertaining to any issue that I may have. They never pitch a product, but rather act in a consultative manner making sure I stay true to my investment philosophy.”‡
Family Office Insights
Ready to get started?
Call us at 866.273.2130 or fill out the short form by clicking the button below.
Innovative products and technology
Fidelity offers investment and retirement products and the technology platform Wealthscape with digital advice solutions and eMoney integration.
Practice management & consulting
Fidelity provides practice management and consulting to help you build a successful business using our Five Fundamentals of a Future-Ready Firm.
* The Forge Community provides products, services, content and tools as a service to its affiliates and as a subsidiary of FMR LLC. Unless otherwise indicated, the information and items published on this web site are provided by Forge Community and are not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy or a recommendation for any security by any Fidelity entity or any third-party. In circumstances where Forge Community is making available either a product or service of an affiliate through this site, the affiliated company will be identified. Third party trademarks appearing herein are the property of their respective owners. All other trademarks are the property of FMR LLC.
† As of December 31, 2023.
‡ The experience of this customer may not be representative of the experiences of all customers and is not indicative of future success.