Fidelity is winning family office assets at a terrific rate
Ex-Citi executive is putting the people and technology in place to lure assets from slow-footed banks
![Elmer Rich III](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3Daec22b6b1d3ab79521910d37cc5d5ceb%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Elmer Rich III
We have conversed with and followed this group at Fideltiy for over ten years. After trying different strategies, technologies and business development approaches — it sounds like they have a successful model. Of course, it will evolve. Look forward to learning more.
The family office are is very complex and fraught with peril. There is research suggesting that 70% of family office fail. We have started a Linked In family office discussion group — http://linkd.in/kF8r6h. However, it is strictly for family office stakeholders and sales-pitch and spam free.
Family Office Exchange
Consulting Firm
Top Executive: Sara Hamilton