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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.
Who we serve
Single Family Offices
With a long standing commitment to the family office community, we have built relationships with hundreds of family offices to help meet their objectives and optimize the value they bring to family members.
Multi-Family Offices
Consider us an extension of your team, and leverage our experience in servicing wealthy clients. Our dedicated team supports advisors so they can best deliver on their clients' distinct needs and help them grow.
Wealthy Families
Our focus on wealthy families allows us to serve their complex needs by providing access to institutional investment and brokerage services, thought leadership, and a community of peers through a dedicated relationship team.
Our approach
We aren't a fit for everyone, so we spend a great deal of time getting to know you and how we may best serve your needs. Our consultative approach provides a solid foundation for a relationship we can grow and nurture together.
Dedicated to your needs
Our product and service model is designed to meet the needs and challenges that ultra wealthy families may face. This includes a sophisticated set of institutional products and a dedicated relationship team that:
- Has the experience to appreciate the distinct needs of families of wealth
- Works directly with you to provide an exclusive level of service
We strive for a 'no voicemail' policy*, so someone you know will be available to address your needs and requests.
Investment services
Your dedicated relationship team serves as your single point of contact for your investment services needs, including:
- Distinct perspectives on family office investment behaviors from working exclusively with wealthy families, family offices, and advisors who support them.
- Guidance on investment strategy, asset allocation, and investment policy statement development.
- Access to a dedicated Investment Analyst who can execute complex trading strategies by leveraging Fidelity's institutional capital markets capabilities.
Quarterly Updates
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 informative 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 decisions that are appropriate for you.
Featured Resources
Connect with us on your terms
Your information and all conversations are kept completely confidential.
fill out the form below or call us at 866.273.2130
- * during business hours (8:00 am to 8:00 pm EST)
- Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC.
- Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.