Empowering family offices with the capabilities to thrive
Family offices face increasingly complex operational, investment, and wealth-preservation challenges. Fidelity combines institutional-grade solutions, specialized expertise, and dedicated support to help them operate efficiently, adapt confidently, and protect generational wealth.
Privately owned since 1946, Fidelity began offering family office services in 2004 to focus exclusively on managing family wealth. Today, we're dedicated to helping hundreds of multi-family offices, single-family offices, and wealthy families thrive.
World-class service and technology
Clients benefit from a dedicated service model built around the unique needs of each family office we serve. Service teams are supplemented by intuitive technology.
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Strong investment foundation
Fidelity's long history as a leader in public and private investment solutions means you can access dedicated capital market coverage and commentary, complex trading strategies and positions, and one of the largest liquidity pools in the world.
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Insights and community connections
Insights from industry experts and connections to peer communities help family offices gain new perspectives and expand their networks.
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Security and protection
We offer specialized cybersecurity strategies and excess SIPC coverage, and we maintain significantly higher net capital levels than are required.
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Fidelity works with hundreds of offices that serve some of the wealthiest and most complex families in America.
Single-family offices
With a long-standing commitment to the family office community, our dedicated relationship team will help you navigate how to create and operate your family office, ensuring you can access the resources and community connections that will benefit you most.
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.
Working with Fidelity's Family Office team
Discover how our team empowers ultra-high-net-worth families through bespoke consulting, advanced technology, institutional-grade investments, capital markets expertise, and legacy planning.
Download our brochure to explore the full scope of our capabilities.
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
Forge is the fastest growing peer-to-peer network of single family offices. At 2,300+ members, the Forge Community** is where single family offices gather to gain unbiased perspective, exchange ideas, and find answers to their questions.
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The Fidelity Center for Family Engagement (FCFE)
FCFE helps expand generational planning conversations through "how to" coaching, original thought leadership, novel research, and tools and resources built for families and advisors across all levels of wealth.
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Exclusive Events
Share ideas with peers at exclusive events and regional family office executive roundtables. Contact us to learn how you can join upcoming family office exclusive events.
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GenTrust senior leaders discuss the importance of providing holistic, differentiated solutions and how Fidelity helps them grow, drive efficiencies and deliver a better client experience.
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Fidelity's technology solutions can help enhance your firm's efficiency while giving clients the support they need at every stage of the their wealth management journey.
Build your practice more efficiently, stand out from the competition, and prepare for the future with the support of Fidelity's Client Consulting group—an experienced team focused on your success.
* In addition to SIPC protection, Fidelity provides its brokerage customers with additional "excess of SIPC" coverage. The excess coverage would only be used when SIPC coverage is exhausted. Like SIPC, excess of SIPC protection does not cover investment losses in customer accounts, including losses due to market fluctuation. Total aggregate excess of SIPC coverage available through Fidelity's excess of SIPC policy is $1 billion. Within Fidelity's excess of SIPC coverage, there is no per customer dollar limit on coverage of securities, but there is a per customer limit of $1.9 million on coverage of cash awaiting investment. This is the maximum excess of SIPC protection currently available in the brokerage industry. Both SIPC and excess of SIPC coverage is limited to securities held in brokerage positions, including mutual funds if held in your brokerage account and securities held in book entry form.
** 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.
The Fidelity Center for Family Engagement is an affiliated business unit of FMR, LLC and operates externally from Fidelity's broker dealer and registered investment advisor entities ("Affiliated Entities"). Services available through FCFE are neither brokerage nor advisory products or offerings of the Affiliated Entities.
‡ The experience of this customer may not be representative of the experiences of all customers and is not indicative of future success.