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 maximize the value they bring to family members.

Multi-Family Offices

Consider us an extension of your team, and leverage our expertise in servicing wealthy clients. Our dedicated team supports advisors so they can best deliver on their clients' unique needs, and to 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 could 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 and expertise to appreciate the uniqueness 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:

  • Unique 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.
Investment strategyInstitutional capitalmarketsAsset allocationRelationshipManagement Team

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 valuable insights and perspectives from Fidelity's experts or third-party industry professionals.

Let's get started

Call: 866.273.2130 today or fill out the form below:

 
 

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