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Helping family offices and wealthy families thrive
At Fidelity, we offer multi-family offices, single-family offices, and
wealthy families access to the full breadth of our institutional solutions
and industry experts. Together, we'll help you run your family office
efficiently and effectively, while preserving wealth and protecting the
legacy of the family.
A long history of serving the ultra-wealthy and the advisors who support them
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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Who we work with
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.
Wealthy families
For the ultra-wealthy who prefer autonomy
and have complex investment needs, we
offer access to institutional investment and
brokerage services, thought leadership,
and a community of peers.
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.
Learn more about Forge
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.
Learn more about FCFE
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.
Contact us
Exceptional service sets us apart
“Fidelity is very responsive with our needs and requests and if they don’t have the answer for something immediately, they put us in contact with someone who does (whether it’s a different department within Fidelity or another FO client). The Fidelity team has been proactive with scheduling network opportunities in 2021 — both investment and back office related. The enhancements to Wealthscape have enabled us to be more efficient running the business.”‡
Exceptional service sets us apart
“Fidelity has the best group on the street. Our team doesn’t try to steer us one way or another. They just give us the facts and their view.”‡
Exceptional service sets us apart
“The Family Office team consists of very bright and capable individuals who are very responsive to my questions and or needs. They are willing to set up a call with internal experts pertaining to any issue that I may have. They never pitch a product, but rather act in a consultative manner making sure I stay true to my investment philosophy.”‡
Family office insights
Ready to get started?
Call us at 866.273.2130 or fill out the short form by clicking the button below.
SOLUTIONS
Technology to grow faster, smarter, and further
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.
CONSULTING
Fidelity consulting services and practice management
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.
* 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.
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