Fidelity Investments is making its single family offices services available to advisers serving this market as well as ultra-high-net-worth clients with investable assets of $50 million or more.

Besides standard custody and brokerage services, this new program includes a dedicated relationship management team and investment analyst/trader that can respond to each client’s needs, access to complex strategies including alternative assets, an open-architecture reporting system that supports partnership services and general ledger exports, and private events where they can network with other family offices to learn about best practices.

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