A family office is a professionalized structure designed with the purpose of providing a complete solution to help manage all of your family’s financial affairs.

We go beyond traditional private wealth management services to include investment advisory and portfolio management, tax planning and compliance, financial analysis, bookkeeping, insurance, wills and estates, philanthropy, and generational wealth transfers.

We also advise on next generation matters and guide families through communication, decision making, governance, continuity planning, and legacy.

How we help

At our core, we are CPAs. We have leveraged our specialized accounting, analytical and problem-solving capabilities to build expertise in investment portfolio construction and tax advisory. And, we’ve coupled that expertise with access to our broader team of legal, insurance, and banking experts. We offer comprehensive and fully integrated customizable services, all under one roof.

In addition, we provide:

Independent and objective financial advice

We are truly independent and do not receive compensation from any of the third-party providers we recommend. We can work with any investment manager, legal team, insurance provider, or banking specialist, with no restrictions.

An ecosystem of best practices

We work closely with a large network of clients and have the ability to apply best practices and lessons learned from one family to the others while maintaining strict confidentiality at all times.

Our services

We understand the challenges that successful families face and help you examine all options so you can choose the right path for your family.

Investment strategy and portfolio management

We work closely with you to evaluate your financial situation and develop a clear understanding of your financial goals and objectives. Our focus is to preserve your invested capital, particularly in down markets, and to deliver steady, absolute, risk-adjusted returns while minimizing risk and volatility. Find out more about our Investment Advisory Services.

Family and general advisory

All our services are centered and customized around your family’s needs. This means responding in creative ways with services, capabilities, and solutions in the following areas:

  • Tax advisory
  • Insurance advisory
  • Wills and estate planning
  • Philanthropic planning
  • Multi-generational wealth transfers
  • Family governance, communication, decision making, and continuity

Back office

Consolidated investment reporting

We provide consolidated reporting for all our clients – easy-to-read snapshots of what you own and the performance of all your investments. These reports are customized to your preferences and may include statements of net worth, estate maps, and insurance and corporate summaries.

Tax compliance and financial statement preparation

We prepare personal, corporate, and trust tax returns in-house. We also provide corporate and trust investment bookkeeping and financial statements.

Customized analysis

Our analysis includes budgeting, financial projections, and cash flow management.

For more information, contact us today or meet our team.

Frequently asked questions

A family office is a private wealth management advisory firm that serves high and ultra-high net worth investors.  It offers a total outsourced solution to managing the financial and investment interests of an affluent individual or family.

Family offices provide an integrated service model that accounts for all aspects of an individual’s or family’s financial matters in one place. They offer holistic oversight of all financial matters which greatly reduces the risk of omissions created by individual financial silos.

Services vary with each family office. The service range can include investment strategy and management, insurance advisory, accounting, tax preparation and planning, budgeting, philanthropy and family governance, and continuity planning.

A family office can be most helpful for high net worth individuals and families who personally handle many aspects of a complicated and time-consuming financial structure for themselves or on behalf of their families.

There is no formal definition for a family office or private wealth management firm in terms of requiring a specific set of service offerings. A family office typically offers a broader range of holistic and integrated financial services for high net worth individuals or families. These services can include investment advisory and portfolio management, tax planning and compliance, and wills and estate planning.  Private wealth management firms usually focus on providing investment-related services and financial planning to a wider range of individuals.

Family Office insights

Investing today – how asset allocation strategies have changed

Jonah Friedman • November 24, 2021

Asset managers have been adapting their traditional asset allocation strategies in response to changing market conditions in recent years. What are these changes and how have they impacted investment strategies? We’ll take a look at some of the ‘traditional’ asset allocation strategies and explain why and how they’ve been modified to help protect investors’ returns

... Read More

Your Tax-Free Savings Account (TFSA): the advantages of designating a beneficiary

Fuller Landau team • February 18, 2021

Most Canadian investors by now are familiar with the Tax-Free Savings Account (TFSA). Since the TFSA was introduced in 2009, Canadians (age 18+) are able to contribute a limited amount of funds to their TFSA each year. Any investment income earned on those contributions is non-taxable. Additional contribution room is also granted to eligible Canadians

... 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

Talk to us.

Our team of advisors supports our clients with the knowledge and expertise you need to reach your business objectives.

It starts with a conversation. Let us know how we can help.

    Fuller Landau LLP logo

    Close X
    Skip to content