In an effort to help independent advisors develop additional business with ultra-wealthy clients, Fidelity Investments announced Monday a new program that will allow registered investment advisors to use the Boston-based company's family office services.
The new offering enables advisors to give clients with more than $50 million in investable assets access to Fidelity Family Office Services, a business dedicated to supporting single family offices. These services include a dedicated relationship management team and investment analyst/trader, and an open architecture reporting system that supports services such as partnership services and general ledger export services.
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