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Fidelity® Introduces Insights and Connections Program
Comprehensive Resource Provides Market Intelligence, Referral and Networking Services to Help Serve the Needs of Wealthy Families and Family OfficesBOSTON – Fidelity Family Office Services (Fidelity), which serves the sophisticated needs of more than 170 wealthy families and family offices, today introduced the Insights and Connections program to help clients connect to current industry intelligence and analysis -- whether from research reports or networking with their peers -- in order to more effectively serve their family members.
The program includes a collection of best practices and market perspectives, referrals to industry specialists and associations as well as access to a peer networking program, all of which Fidelity Family Office Services clients can access via a single, online channel.
“Our clients are telling us they want to learn more about the best practices other family offices are implementing to address common issues like legacy planning, wealth protection and philanthropy,” said Tina Hartnett, vice president, practice management, Fidelity Family Office Services. “Having a single Web-based repository of intellectual capital from industry leaders and respected associations on the key issues concerning family offices will help our clients to more efficiently manage their offices and better serve family members.”
Insights and Connections -- which will also be accessible via Fidelity WealthCentral® for Family Offices, the company’s Web-based trading and custody platform -- offers family office clients a range of Fidelity-developed and independent, third-party industry resources, including:
• Insights -- Perspectives on the marketplace, best practices, operations, risk management and benchmarking.
• Connections -- Access to a peer networking forum, including regional family office executive roundtables and networking engagements, which helps clients share knowledge with other family office executives.
• Referrals -- Introductions to third-party industry professionals who provide the services that make it easier for clients to meet their family office needs.
• Industry Associations -- Connects clients with a range of associations through which they can take advantage of programs, roundtables, summits, research and advice from families of wealth facing similar challenges
“This is another example of how we are always listening to clients and responding with the introduction of solutions that can meet their distinct needs,” said Hartnett.
About Fidelity Family Office Services
Fidelity Family Office Services (FFOS) was established in 2004 to serve the sophisticated needs of family offices. The firm provides custody, brokerage and investment services in addition to reporting and administrative capabilities. As a dedicated business unit, FFOS provides objective guidance and access to investment products as well as a seasoned service team to support the needs of family office executives. As of December 31, 2011, FFOS provides services to more than 170 family office clients across the country with over $26 billion of assets in custody with Fidelity. For more information about Fidelity Family Office Services, visit https://familyoffice.fidelity.com.
About Fidelity Investments
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $3.6 trillion, including managed assets of $1.6 trillion, as of February 29, 2012. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.
Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.