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. The result is comprehensive and fully integrated customizable services, all under one roof.

In addition, we offer:

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, and 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.

Family Office insights

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

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Is it time to explore if Family Office Services are right for you?

Sloan Levett • May 29, 2018

Managing 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.

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Wealth management and family values: The importance of communication in high-net-worth families

Sloan Levett • January 19, 2018

When 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 can help to

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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’s Family Office serves three generations of our family, analyzing our investment performance and ensuring we have the best strategy in place to meet our needs. They are responsive and professional, and go above and beyond in terms of service and timeliness.”

– Michael M., Family Office client

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