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Partner, Family Office
Toronto, ONAre you passionate about serving high-net-worth families and providing comprehensive wealth management solutions? Do you excel at building long-term client relationships while leading high-performing teams? Are you driven by the opportunity to shape the future of a leading family office practice? If you're a proven financial services leader with experience managing HNW/UHNW clients and have a track record in wealth advisory, tax planning, or investment management, then read on.
The Company: Our client, Fuller Landau LLP, is a dynamic accounting, tax, and advisory firm with over 150 professionals. They work with leaders of private businesses, high-net-worth families, and their advisors to deliver bespoke financial and strategic advice. Their Family Office practice is one of Canada's leading multi-family office platforms, providing truly objective wealth advisory services to high, and ultra-high-net-worth individuals and families. Their offering spans investment advisory, tax planning and compliance, estate and insurance planning, family governance, and general financial guidance. The company prioritizes a collaborative, high-trust culture that values integrity, teamwork, and exceptional client service.
The Opportunity: The Partner, Family Office will play a pivotal role in leading and expanding our client's growing Family Office practice. This individual will serve as a trusted advisor to HNW and UHNW families while driving business development, team leadership, and practice growth. This role offers the unique opportunity to join as a Partner, making it ideal for a senior financial professional ready to take on significant leadership responsibilities in a thriving, client-centric environment.
What You'll Do:
• Client Advisory & Relationship Management: Serve as a trusted advisor deepening client relationships with HNW and UHNW families, overseeing their financial, tax, and investment affairs while delivering integrated advisory services including tax planning, investment strategy, estate structuring, and philanthropic planning.
• Investment Platform Management: Manage existing Investment Manager platform, liaising with portfolio managers for performance reporting, account opening documentation, and preparing investment portfolio asset allocation proposals and financial projections.
• Business Development & Growth: Bring an existing book of business and/or attract new clients to the platform while identifying cross-functional service opportunities and M&A or team lift-out opportunities aligned with growth objectives.
• Leadership & Practice Management: Mentor, coach, lead, and inspire team members while hiring and retaining exceptional talent, shaping the Family Office service model alongside peer Partners.
• Strategic Collaboration: Build deep collaborative relationships across all service lines, contribute to firm-wide initiatives and strategic decision-making while operating with a forward-looking, big picture perspective.
• Thought Leadership: Participate in thought leadership, brand building, and external representation of the practice while managing practice operations including billing, WIP, resourcing, and KPIs.
What You Bring:
• CPA designation preferred; additional credentials such as CFP, CFA, TEP are strong assets.
• 10+ years of experience serving HNW/UHNW clients with multi-disciplinary financial, tax, and investment advice, preferably in wealth management, family office, or related advisory roles.
• Proven track record of team leadership and building enduring client relationships with demonstrated creative and passionate client service mindset.
• Strong portfolio of existing client relationships or ability to transition clients, with experience preparing investment analysis and financial presentations.
• Exceptional analytical, strategic and problem-solving capabilities with excellent interpersonal and communication skills.
• 'Roll-up the sleeves' attitude combined with strategic mindset and collaborative leadership style.
• Entrepreneurial spirit and business acumen with ability and willingness to contribute capital and grow into equity partnership role.
• Experience with investment portfolio management, estate planning, and cross-functional advisory services considered strong assets.
Our client offers a well-established, reputable, and forward-thinking environment in growth mode with significant opportunity to shape the future of a thriving multi-family office platform. This is a high-impact role with robust internal support, flexible work arrangements, ongoing education opportunities, and long-term equity partnership potential. There will be opportunities for client relationship building, team development, and professional growth within a high-trust, high-autonomy culture.
The Company: Our client, Fuller Landau LLP, is a dynamic accounting, tax, and advisory firm with over 150 professionals. They work with leaders of private businesses, high-net-worth families, and their advisors to deliver bespoke financial and strategic advice. Their Family Office practice is one of Canada's leading multi-family office platforms, providing truly objective wealth advisory services to high, and ultra-high-net-worth individuals and families. Their offering spans investment advisory, tax planning and compliance, estate and insurance planning, family governance, and general financial guidance. The company prioritizes a collaborative, high-trust culture that values integrity, teamwork, and exceptional client service.
The Opportunity: The Partner, Family Office will play a pivotal role in leading and expanding our client's growing Family Office practice. This individual will serve as a trusted advisor to HNW and UHNW families while driving business development, team leadership, and practice growth. This role offers the unique opportunity to join as a Partner, making it ideal for a senior financial professional ready to take on significant leadership responsibilities in a thriving, client-centric environment.
What You'll Do:
• Client Advisory & Relationship Management: Serve as a trusted advisor deepening client relationships with HNW and UHNW families, overseeing their financial, tax, and investment affairs while delivering integrated advisory services including tax planning, investment strategy, estate structuring, and philanthropic planning.
• Investment Platform Management: Manage existing Investment Manager platform, liaising with portfolio managers for performance reporting, account opening documentation, and preparing investment portfolio asset allocation proposals and financial projections.
• Business Development & Growth: Bring an existing book of business and/or attract new clients to the platform while identifying cross-functional service opportunities and M&A or team lift-out opportunities aligned with growth objectives.
• Leadership & Practice Management: Mentor, coach, lead, and inspire team members while hiring and retaining exceptional talent, shaping the Family Office service model alongside peer Partners.
• Strategic Collaboration: Build deep collaborative relationships across all service lines, contribute to firm-wide initiatives and strategic decision-making while operating with a forward-looking, big picture perspective.
• Thought Leadership: Participate in thought leadership, brand building, and external representation of the practice while managing practice operations including billing, WIP, resourcing, and KPIs.
What You Bring:
• CPA designation preferred; additional credentials such as CFP, CFA, TEP are strong assets.
• 10+ years of experience serving HNW/UHNW clients with multi-disciplinary financial, tax, and investment advice, preferably in wealth management, family office, or related advisory roles.
• Proven track record of team leadership and building enduring client relationships with demonstrated creative and passionate client service mindset.
• Strong portfolio of existing client relationships or ability to transition clients, with experience preparing investment analysis and financial presentations.
• Exceptional analytical, strategic and problem-solving capabilities with excellent interpersonal and communication skills.
• 'Roll-up the sleeves' attitude combined with strategic mindset and collaborative leadership style.
• Entrepreneurial spirit and business acumen with ability and willingness to contribute capital and grow into equity partnership role.
• Experience with investment portfolio management, estate planning, and cross-functional advisory services considered strong assets.
Our client offers a well-established, reputable, and forward-thinking environment in growth mode with significant opportunity to shape the future of a thriving multi-family office platform. This is a high-impact role with robust internal support, flexible work arrangements, ongoing education opportunities, and long-term equity partnership potential. There will be opportunities for client relationship building, team development, and professional growth within a high-trust, high-autonomy culture.