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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.*
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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)