Family Office

Sloan Levett featured in Advisor’s Edge

Fuller Landau Team • November 16, 2020 Sloan Levett, Partner and Practice lead, Family Office Services, was recently featured in Advisor’s Edge along with Bruce Ball and Farzin Remtulla. Sloane shares his thoughts on how a couple can potentially manage their succession and retirement plans moving forward in light of the COVID-19 pandemic. Full article. ... Read More

COVID 19: Managing Your Family Business During Turbulent Times

Fuller Landau Team • May 08, 2020 The economic impact of COVID-19 on Canadian businesses has been dramatic.  According to the Canadian Survey on Business Conditions (CSBC)[1], over 50% of more than 13,000 businesses surveyed indicated they are not able to operate longer than 90 days without a source of revenue.  Close to 81% have experienced a medium or high drop in ... Read More

Is It Time to Explore if Family Office Services are Right for You?

Sloan Levett • May 29, 2018 Sloan LevettManaging your wealth can be a job in and of itself. After all, it is a precious and finite resource, and like any resource, wealth takes time and expertise to manage efficiently. When your personal wealth reaches a certain threshold, your wealth management needs may become significantly more complex. ... Read More

Wealth Management and Family Values: The Importance of Communication in High-Net-Worth Families

Sloan Levett • January 19, 2018 Sloan LevettWhen it comes to effectively protecting, managing, and building your wealth, open lines of communication and a solid understanding amongst family members is key. A full-service Family Office can serve as a facilitator of meaningful discussions to ensure family values are fully aligned with your fiscal objectives. Open communication with your family ... Read More

4 Signs You Need Family Office Services

Sloan Levett • November 20, 2017 Sloan LevettThe Canadian economy has been thriving recently, and more specifically, the Greater Toronto Area and Hamilton regions have been experiencing a particularly prosperous period. The markets are strong, unemployment is low, and businesses are growing. While this is an excellent sign for business owners, investors, and high-income professionals, it also ... Read More