Family Office

“ultra wealthy, sophisticated investors, custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the investment advisors who support them. HNWI, High net worth investments, Single Family Offices. With a long standing commitment to the family office community, we have built relationships with hundreds of family offices to help meet their objectives and maximize the value they bring to family members. Multi-Family Offices. Consider us an extension of your team, and leverage our expertise in servicing wealthy clients. Our dedicated team supports advisors so they can best deliver on their clients unique needs, and to help them grow. Wealthy Families. Our focus on wealthy families allows us to serve their complex needs by providing access to institutional investment and brokerage services, thought leadership, and a community of peers through a dedicated relationship team. Our product and service model is designed to meet the needs and challenges that ultra wealthy families may face. This includes a sophisticated set of institutional products and a dedicated relationship team that: Has the experience and expertise to appreciate the uniqueness of families of wealth. We strive for a ‘no voicemail’ policy**, so someone you know will be available to address your needs and requests. Your dedicated relationship team serves as your single point of contact for your investment services needs, including: Unique perspectives on family office investment behaviors from working exclusively with wealthy families, family offices, and advisors who support them. Guidance on investment strategy, asset allocation, and investment policy statement development. Access to a dedicated Investment Analyst who can execute complex trading strategies by leveraging Fidelitys institutional capital markets capabilities. CIMA CFA generational transition. investment office, creating a policy statement, and balancing a strategy to the wants of the family.

Dan Baird

Dan is an innovation strategist and product manager that has developed software, crowdfunding platforms, consumer products, and launch strategy for both startups and some of the U.S.'s favorite household names. His value is in generating unique solutions by combining the strategic thinking afforded by an MBA in Global Branding with the creativity and grit from years as a bootstrapped entrepreneur. Dan's best work at the front-end of any platform innovation: trend analysis, insights, ideation, prototype and launch. Specialties: crowdfunding, innovation, branding strategy, Ai marketing, product management, cross-functional project leadership

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