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.

Contact Us

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. Download the Investment Brochure to learn more.

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.

Download the guide

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

Join the Forge Community, a vendor-free, peer-led community specifically for single-family offices with over 1300 members. Learn more about joining Forge.*

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.

    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.”

    Single-Family Office Client

    “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.”

    Single-Family Office Client

    “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.”

    Wealthy-Family Client

    Family Office Insights

    Fidelity Solutions to Support Your Family Office

    Platforms, investment products, and consulting services to help you reach your family's goals.

    Ready to get started?

    Call us at 866.273.2130 or fill out the short form by clicking the button below.

    Contact Us

    There was an issue with your input


    Please confirm