Fidelity Family Office Services

Fidelity Family Office Services was established in 2004 to serve the sophisticated needs of single and multi-family offices and ultra wealthy investors. We provide custody, brokerage and investment services, in addition to reporting services. Clients choose to work with our dedicated business unit because we are cost effective, provide objective guidance and, most importantly, deliver outstanding service. Our focus is to support the needs of family office executives so they can exceed the expectations of their family members and clients.