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 familiesOversee financial, tax, investment, estate, and philanthropic planningManage investment platform reporting and account documentationAttract clients and identify cross-functional service opportunitiesMentor teams and shape the Family Office service modelRequirements:
Ten-plus years serving HNW or UHNW clientsCPA preferred;
CFP, CFA, or TEP valuedWealth management, family office, or advisory experienceProven enduring client relationships and client serviceStrategic, analytical, entrepreneurial, and team-oriented leadershipBring 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 (Winnipeg)
🏢 GlassRatner Canada
📍 Winnipeg