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.

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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:

Family governance & engagement
Family governance & engagement
Help clients create a united vision for their family and outline structures for decision-making, succession planning, and conflict resolution.
Wellness & safety
Wellness & safety
Promote family wellness and safety, which can include helping to manage clients' health care and physical safety.
Community & connection
Community & connection
Create opportunities to build community that allow ultra-wealthy clients to connect, relate, and learn from each other.

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.


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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.


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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.

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Want to know more?

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

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1. The Cerulli Report—High-Net-Worth and Ultra-High-Net-Worth Markets 2024, Cerulli Associates.

FCAT (Fidelity Center for Applied Technology) and Fidelity Labs are unregulated affiliated business units outside of Fidelity Brokerage Services LLC and National Financial Services LLC. Therefore the videos and materials generated by these entities are non-broker dealer communications.

Third-party marks are the property of their respective owners; all other marks are the property of FMR LLC. Third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or an endorsement by Fidelity Investments.

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