Single Family Offices

Custody, brokerage, investment, and reporting services for single family offices.

Fidelity understands the issues, challenges, and decisions family offices face.

Benefit from Fidelity Family Office Services and our extensive experience to meet your family members' needs.

Focused on the needs of family offices

Fidelity offers a cost-effective alternative for clients who want institutional capabilities delivered with exceptional service, integrity, and security.
  1. EXCLUSIVE FOCUS

    Get direct access to your family office team

    Work with a dedicated team of experienced professionals who have expertise servicing the needs of single family offices. Our team answers the phone when you call and provides service on your terms.
  2. COST-EFFECTIVE SERVICES

    Maximize the value you bring to your family

    Choose only the products and services you want, and only pay for those you use. There is no custody fee. Fees and/or commissions may apply for brokerage and investment services.
  3. OBJECTIVE GUIDANCE

    Work with a dedicated investment services team

    Receive objective guidance on asset allocation, investment strategy, and trade execution to help the family office achieve its investment goals.
  4. INSTITUTIONAL CAPABILITIES

    Access Fidelity's institutional products and services

    With assistance from your Investment Analyst, access a broad range of trading strategies and capabilities.

Fidelity Family Office Services' integrated offering includes:

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

866.273.2130

 
 

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