Fidelity UHNW HubSM

Advanced planning for UHNW

Discover the planning services that can help meet the complex goals of ultra-high-net-worth (UHNW) clients.

Download white paper

Prioritize planning for complex goals

Planning and helping clients reach their goals are often the foundation of the advisory relationship. But the complexity of that work often rises with a client's wealth.

Tax planning is a common expectation of the ultra-wealthy. Even among investors with $10M+, 86% indicate that they want—or already receive—this support from their advisors.1

UHNW advanced planning capabilities encompass:

Generational financial planning 
Generational financial planning 
Support generational financial planning that includes whole families, rather than just individual family leaders.
Tax planning & legal services
Tax planning & legal services
Provide tax and legal support, including establishing and maintaining various legal entities, such as family businesses, trusts, and corporate structures.
Philanthropic planning
Philanthropic planning
Prioritize philanthropy—a top interest and focus of many UHNW investors—including providing access to donor-advised funds and specialized consulting to help them optimize their giving.
Risk management & security
Risk management & security
Offer meaningful risk management and security services, including regular assessments, family education, implementation of physical and digital security safeguards, and oversight of the family's insurance portfolio.

Fidelity solutions for building your UHNW practice

Explore products and solutions that can help you meet the complex needs of the ultra-wealthy.

Fidelity Charitable

Explore how we can support your practice and make it easier to deliver charitable planning to your UHNW clients.


Learn moreContact usClose

Fidelity Personal Trust Services

See how our Personal Trust Services Program helps advisors and their firms ensure seamless wealth transfer experiences for their clients.


Learn moreContact usClose

Planning tools

Consider the importance of user-friendly planning tools with the ability to flex to support the ultra-wealthy’s diverse and complex planning needs.


Learn moreContact usClose

Explore essential UHNW capabilities

Use the links below—or the tabs above—to explore key capabilities for wealth managers to the ultra-wealthy.

Overview

Considering a move into the UHNW market? Explore our white paper and hub to learn what it takes to attract and serve the ultra-wealthy—and how Fidelity can help.

Learn more

Wealth Growth & Protection

Learn more about the unique investing capabilities that have become common in the UHNW market.

Learn more

Holistic Family Support

Get the details on how advisors can help UHNW families in ways that extend beyond finances.

Learn more

White-Glove Experience

Dig deeper into the high service standards of the ultra-wealthy and what it takes to meet them.

Learn more

Want to know more?

Let's talk about UHNW investors and if this market might be right for your firm.

Contact us

Related insights

View All
Research
Charitable living and the new retirement
Research insights from Fidelity Charitable® about the importance of charitable giving among older Americans, and opportunities for financial advisors to educate and engage them on strategic ways to give.
Perspective
5 steps to stand out in every environment
Explore the 5 steps for financial advisors to stand out in any environment and benefit clients using our Advice Value Stack®
Planning for life events
Fidelity offers ideas and resources to help you support your clients through key life moments, bringing you the expertise and trust we've earned through decades of helping investors make their most important decisions.

1. The 2024 Fidelity Investor Insights Study.

The 2024 Fidelity Investor Insights Study: The study was conducted November 7, 2023, through December 19, 2023. It surveyed a total of 2,100 investors, including 696 millionaires. The study was conducted via an online survey with the sample provided by an independent firm not affiliated with Fidelity Investments. Respondents had to have at least $50K or more in total household investable assets (excluding employer-sponsored plan assets and primary residences), and to meet quotas by age and affluence. Respondents had sole or shared financial planning decision-making responsibility for household. Gen Y/Z includes those aged 21–42. Gen X includes those aged 43–58. Boomers+ includes those aged 59+. The results of the study are weighted to reflect the target populations of age and assets based on the Federal Reserve Survey of Consumer Finances (SCF).

1184697.1
A9BFBB00E9DE4B0C96972F2FB905F229