Money and time are both precious commodities at family offices, and Fidelity Investments’ 140 single-family office clients were looking for ways to help their clients get on top of the administrative tasks involved in doing good.
So Fidelity Family Office Services, a division within the Boston-based custodian, has formed a partnership with Foundation Source to offer back-office services to the asset custodian’s 140 single-family office clients. That group of clients oversees more than $25 billion in assets.
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