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 cooperative 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 (Toronto)
🏢 GlassRatner Canada
📍 Toronto