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 collaborative 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 in Toronto employer: GlassRatner Canada
Join a rapidly growing consumer goods company in York Region that prioritizes innovation and employee growth. With competitive compensation, performance bonuses, and a dynamic work environment, this role as VP of Product Development offers the chance to shape product strategy while collaborating closely with leadership. The company fosters a culture of creativity and teamwork, making it an excellent place for professionals looking to make a meaningful impact.
