Partner Family Office Wealth Advisory (Ontario)

Partner Family Office Wealth Advisory (Ontario)

30 Oct
|
GlassRatner Canada
|
Ontario

30 Oct

GlassRatner Canada

Ontario

Lead wealth advisory for HNW and UHNW families at Fuller Landau LLP while managing investment strategy, tax planning, and lasting relationships.
As Partner, Family Office, you will help lead and expand Fuller Landau LLP’s growing multi-family office practice. You will advise high-net-worth families across financial, tax, and investment affairs. The work combines relationship management, business development, and team leadership.
Key Responsibilities: Serve as trusted advisor to HNW and UHNW families
Oversee financial, tax, investment, estate, and philanthropic planning
Manage investment platform reporting and account documentation
Attract clients and identify cross-functional service opportunities
Mentor teams and shape the Family Office service model
Requirements: Ten-plus years serving HNW or UHNW clients
CPA preferred; CFP, CFA, or TEP valued
Wealth management, family office, or advisory experience
Proven enduring client relationships and client service
Strategic, analytical, entrepreneurial, and team-oriented leadership
Bring wealth advisory, investment management, and relationship leadership to Fuller Landau LLP’s expanding Family Office practice.

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📌 Partner Family Office Wealth Advisory (Ontario)
🏢 GlassRatner Canada
📍 Ontario

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