Multi-Family Office

Custody, brokerage, investment, and reporting services for registered investment advisors serving wealthy families who have $25 million or more.

Fidelity is focused on servicing the sophisticated needs of wealthy families and the firms who advise them.

Benefit from our industry insights, best practices, and research so you can fully understand the changing trends that may impact your clients.

Focused on the needs of wealthy families and family offices

Fidelity offers a cost-effective alternative for advisors of clients who want institutional capabilities delivered with exceptional service, integrity, and security.
  1. FAMILY OFFICE EXPERTISE

    Leverage our expertise in servicing wealthy clients

    Our experienced team supports advisors so they can best execute on their client's individual unique demands.
  2. COST EFFECTIVE

    Maximize the value you bring to your clients

    Receive brokerage and investment services with transparent pricing.
  3. OBJECTIVE GUIDANCE

    Consider us an extension of your team

    Receive objective guidance on investment and trading strategies.
  4. INSTITUTIONAL CAPABILITIES

    Access markets through a single point of contact

    Execute equity, fixed income, options, foreign currency, and cash management strategies and access Fidelity and non-Fidelity institutional, and alternative investments.
  5. KNOWLEDGE AND EXPERTISE

    Stay ahead of trends and your competition

    Our knowledge and expertise in the marketplace allows us to serve your clients, as well as help you to refine and grow your business.

Fidelity Family Office Services offers:

  • Custody services
  • Brokerage services
  • Investment guidance
  • Reporting services
To learn more about how Fidelity supports multi-family offices, please call:

866.273.2130

 
 

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