While every family is different, many have complicated needs that require a multidisciplinary approach to wealth management. Fidelity Bank Family Office has the experience to provide tailored, comprehensive service to you and your family in handling all areas of lifestyle management and financial objectives.
Family Office Services
If someone you love needs help managing finances due to age or other circumstances, we can create a plan to simplify day-to-day responsibilities and safeguard family wealth while providing security for your family.
Learn More About Family Office Services
Administrative Trustee Services
We offer a range of account administration services for families with assets held in trusts or custodial accounts to help keep your plans on track.
Learn More About Administrative Trustee Services
Caring for an aging parent? Plan ahead to provide for your parents and protect their legacy.
Learn More About Related Insights
We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.
Financial products made available or recommended by Fidelity Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Fidelity Bank; and are subject to investment risks, including possible loss of the principal amount invested.