Wealth can present both opportunities and challenges. We understand.

A Family Office is a professional structure used to manage the complex financial needs of an affluent family. Consider it like having a Personal CFO for your family with a multidisciplinary team of professionals to oversee and manage your financial affairs.

Unlike a traditional private wealth management service offering, Fuller Landau’s Family Office, with locations in Toronto and Hamilton, provides a holistic solution to investment portfolio advisory, bookkeeping, tax planning and compliance, insurance, philanthropy, and estate planning, all in one place.

If you don’t have the time, inclination, or expertise to manage your growing wealth, and you agree with any of the following statements, we should talk.

  • I would like to deal with one central advisory firm with a comprehensive and integrated offering where all of our financial needs can be handled efficiently.
  • I am looking for objectivity, not a firm that is trying to sell us a product.
  • I would prefer to deal with an advisory firm that understands how wealth can influence family dynamics.

Our Family Office teams respond directly to the complex demands of wealthy families. All services are centered and customized around the specific and unique needs of your family. That means responding to you in creative ways with customized services, capabilities, and solutions. Here’s how we can help:

  • Investment advisory and portfolio management
  • Tax planning and compliance
  • Multigenerational wealth transfers and succession planning
  • Insurance advisory and management
  • Will and estate planning
  • Philanthropic planning
  • Administration, including bookkeeping, budgeting, cash flow management, and net worth statement preparation

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

Family Office insights

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

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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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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.