31 Oct
|
GlassRatner Canada
|
Toronto
31 Oct
GlassRatner Canada
Toronto
Are you passionate about serving high-net-worth families and providing comprehensive wealth management solutions? Do you excel at building long-term client relationships while leading high-performing teams? Are you driven by the opportunity to shape the future of a leading family office practice? If you're a proven financial services leader with experience managing HNW/UHNW clients and have a track record in wealth advisory, tax planning, or investment management, then read on.
The Company
Our client, Fuller Landau LLP, is a dynamic accounting, tax, and advisory firm with over 150 professionals. They work with leaders of private businesses, high-net-worth families, and their advisors to deliver bespoke financial and strategic advice. Their Family Office practice is one of Canada's leading multi-family office platforms, providing truly objective wealth advisory services to high, and ultra-high-net-worth individuals and families. Their offering spans investment advisory, tax planning and compliance, estate and insurance planning, family governance, and general financial guidance. The company prioritizes a collaborative, high-trust culture that values integrity,
teamwork, and exceptional client service.
The Opportunity
The Partner, Family Office will play a pivotal role in leading and expanding our client's growing Family Office practice. This individual will serve as a trusted advisor to HNW and UHNW families while driving business development, team leadership, and practice growth. This role offers the unique opportunity to join as a Partner, making it ideal for a senior professional ready to take on leadership responsibilities in a thriving, client-centric workplace.
What You'll Do
Client Advisory & Relationship Management: Serve as a trusted advisor deepening client relationships with HNW and UHNW families, overseeing their financial, tax, and investment affairs while delivering integrated advisory services including tax planning, investment strategy, estate structuring, and philanthropic planning.
Investment Platform Management: Manage existing Investment Manager platform, liaising with portfolio managers for performance reporting,
📌 Partner, Family Office (Toronto)
🏢 GlassRatner Canada
📍 Toronto