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Directory · Custodians & Platforms

Fidelity Investments

Boston, MA
Diversified financial firm; a leading custodian for family offices and RIAs.

Fidelity Family Office Services serves wealthy families and their offices.

Visita il sito ufficiale ↗

Link verificato Aug 10, 2026

Questo profilo ha scopo puramente informativo — non costituisce un'approvazione, una classifica o una raccomandazione, e il sito non ha alcun rapporto commerciale con le organizzazioni elencate. I dettagli cambiano; verifica sempre sul sito ufficiale.

Altro in Custodians & Platforms

BNY Pershing

BNY's clearing and custody business serving advisory firms and family offices.

 Charles Schwab

Major U.S. brokerage and custodian widely used by advisors and family offices.

 Interactive Brokers

Electronic brokerage used by sophisticated investors and some lean family offices.

 Northern Trust

Global custodian and wealth manager with a long-standing family-office practice.

Family office

What Is a Family Office?Do You Need a Family Office?Single Family Office (SFO)Multi-Family Office (MFO)Micro Family OfficeWhat a Family Office CostsWhy Family Offices Exist

Costruisci un family office

How to Build a Family Office From the Ground UpStep 3: The Organizational StructureStep 4: Internal vs. Outsourced (Build vs. Buy)The First 90 Days: Turning the Lights OnStep 1: Define the Family Office's PurposeStep 2: Inventory the Family's AssetsStep 5: Hire the Core Team

Investimenti

How Family Offices InvestDirect InvestingAsset Allocation for Family CapitalThe Investment Policy Statement (IPS)Liquidity, Concentration, and RiskPublic Markets: Equities and Fixed IncomeReal Estate in the Family Portfolio

Operazioni

Family Office AccountingFamily Office TechnologyFamily Office CybersecurityConsolidated Reporting: One True Net WorthBill Pay, AP, and Financial ControlsFamily Office Software, Category by CategoryBanking, Custody, and Treasury

Governance & patrimonio

Family GovernanceEstate Planning and Wealth TransferHow Family Offices Manage TaxPhilanthropy and the Family OfficeThe Family ConstitutionSuccession: The Office After the FounderPreparing the Next Generation

Settore

Careers in Family OfficesHow the Family Office Industry Is ChangingFamily Offices and Regulation

Ruoli e personale

Family Office Roles & Staffing, MappedFamily Office CEO / President / Managing DirectorChief Investment Officer (CIO)Portfolio Manager / Investment DirectorAsset Manager (Real Assets)Chief Financial Officer (CFO)Controller

Confronti

Single vs. Multi-Family OfficeFamily Office vs. Wealth ManagerFamily Office vs. RIAFamily Office vs. Private BankFamily Office vs. Financial AdvisorFamily Office vs. Hedge FundFamily Office vs. Private Equity Firm