Fidelity UHNW HubSM
Holistic family support for UHNW
Get the details on how advisors can help UHNW families in ways that extend beyond financial planning and investing essentials.
Broaden your family support model
For UHNW clients, advisors can play a key role in promoting family communication, health, and security, as well as cultivating a vibrant client community.
Even among advisors focused on clients with $5M+, three quarters offer family counseling and planning.1
UHNW holistic family support capabilities encompass:
Fidelity solutions for building your UHNW practice
Explore products and solutions that can help you meet the complex needs of the ultra-wealthy.
Fidelity Center for Family Engagement
Create new value for UHNW clients by accessing the Center's thought leadership, research, programs, and resources—tailored specifically to advisors.
Insights & community
Take advantage of all the ways Fidelity can support you as you look to serve UHNW investors—from community-building, to tailored insights, events, and more.
Explore essential UHNW capabilities
Use the links below—or the tabs above—to explore key capabilities for wealth managers to the ultra-wealthy.
Wealth Growth & Protection
Learn more about the unique investing capabilities that have become common in the UHNW market.
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White-Glove Experience
Dig deeper into the high service standards of the ultra-wealthy and what it takes to meet them.
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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.
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Advanced Planning
Discover the planning services that can help meet the complex goals of UHNW clients.
Want to know more?
Let's talk about UHNW investors and if this market might be right for your firm.
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