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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:
The Fidelity Center for Family Engagement (FCFE)
Who We Work With
Today, Fidelity provides services to more than 500 of America's wealthiest families, with more than $269 billion of assets in custody with Fidelity.†
Exceptional Service Sets Us Apart
The experience of this customer may not be representative of the experiences of all customers and is not indicative of future success.
Family Office Insights
Fidelity Solutions to Support Your Family Office
Platforms, investment products, and consulting services to help you reach your family's goals.
- * 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, 2022.