Family wealth advisory firm PagnatoKarp has partnered with Boston-based Fidelity Investments to offer expanded family office services to its UNHW customers.
The collaboration will give clients of PagnatoKarp access to a relationship team focused on serving the complex needs of family offices and wealthy families.
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PagnatoKarp founder Paul Pagnato said: “Our collaboration with Fidelity Family Office Services provides our clients with cost-effective, direct access to services typically considered institutional capabilities from an organization well-known for exceptional service, integrity and security."
Fidelity Family Office Services president Ed Orazem said: "We are seeing exponential growth in the number of firms working with Fidelity to support ultra-high-net-worth investors, with our multi-family office assets under administration increasing from $7 billion in 2012 to $40 billion today.
"As the ultra-high-net-worth segment continues to grow, we look forward to working with PagnatoKarp on a common mission of meeting the complex needs of ultra-high-net-worth households in the U.S."
PagnatoKarp specializes in UHNW individuals, families and entrepreneurs, and represents $2.5bn in assets under advisement.
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