Wealthy Families

Investment services for wealthy families.

Our clients are some of the most successful individuals and families in the country with sophisticated and complex needs.

You can count on your Fidelity Family Office Services relationship team to serve as your single point of contact for all your investment needs.
Whether it's investment strategy guidance and execution, access to institutional capital markets and investment capabilities, or providing allocation and performance reporting, we are here to help.
  1. EXCLUSIVE FOCUS

    Experience with wealthy families and family offices

    We work exclusively with wealthy families and understand their unique needs, interests, and concerns.
  2. INSTITUTIONAL CAPABILITIES

    Expanded investment and brokerage options

    Access institutional investment and brokerage services through a dedicated investment analyst.
  3. YOUR OWN RELATIONSHIP TEAM

    Direct access to a team who knows you

    Work with a relationship team consisting of a relationship manager, investment analyst, client service manager, and reporting services manager, all of whom have expertise servicing the needs of wealthy families.
  4. INSIGHTS AND CONNECTIONS

    Valuable research, best practices, and perspectives

    Through working with hundreds of wealthy families, we understand the changing trends that may impact you and your family. We are committed to offer access to valuable research, best practices, and perspectives on investments and non-investment related topics.

Fidelity Family Office Services offers:

  • Custody services
  • Brokerage services
  • Investment guidance
  • Reporting services
To learn more about how Fidelity supports wealthy families, please call:

866.273.2130

 
 

There was an issue with your input

 
 
 

Please confirm