About Us

Fidelity Family Office Services was established in 2004 to serve the sophisticated needs of single family offices, wealthy families, and the advisors who serve them. We provide custody, brokerage, investments, and reporting services. Clients choose to work with us because we are cost effective, deliver outstanding service, offer objective guidance, and access to institutional capabilities. Our focus is to support the needs of family office executives so they can exceed the expectations of their family members and clients.

Today, Fidelity Family Office Services provides services to over 350 of America's wealthiest families, with more than $80 billion of assets in custody with Fidelity.

While Fidelity has been servicing the needs of family offices for many years through other business lines, it was Mr. Johnson's intimate understanding through operating a family office of his own that prompted him to dedicate a business unit to this important and sophisticated client group.

Fidelity's position of strength

Fidelity Family Office Services leverages the strength and stability of Fidelity Investments, one of the world's largest providers of financial services with assets under administration of more than $5.2 trillion, including managed assets of more than $2 trillion.*

A family-managed, privately held company with more than 70 years of experience, Fidelity is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, and benefits outsourcing services to over 25 million individuals and institutions.

In The Media

To learn more about how Fidelity supports wealthy families and family offices, please call:

866.273.2130

 
 

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