Meeting in a family office advisor FAMILY OFFICE
Wealthy families have many moving parts. Centralization of management, oversight of investments, tax strategies and legacy planning facilitate not only their peace of mind, but also provides efficiency, economies of scale and completeness of understanding of the entire family structure.
Once reserved for the uber rich by way of its own full-time staff, “family offices” have found their way into mainstream family wealth planning, oversight and management.
Consolidation of such factors as taxation, family-business counsel, investment oversight, charitable giving, business and wealth transfer and insurance needs provides a total outsourced solution for families looking for a centralized hub for all of their family financial matters.

FAMILY OFFICE-SPECIFIC SERVICES

  • Back office services – banking, bookkeeping, budgeting, document management and cash management
  • Corporate services – business structure, corporate taxation, cross-border consulting
  • Investment oversight – managing the managers
  • Real-estate management – personal, investment and operational assets
  • Consolidated reporting
  • CFO-type financial services
  • Charitable giving and legacy consultation
  • Family business advisory board services and corporate governance
  • Human resource management, including payroll management, hiring/firing and transition management
  • Private investment consulting, including operational oversight and risk management
  • Insurance consultation – life and other
  • Succession and transition planning
  • Trust services
  • Wills and estate planning
  • Estate administration
  • Estate executor services

A VARIETY OF CLIENTS

  • Business owners
  • Families
  • Individuals
  • Retirees

TESTIMONIALS

“Family protectors and family friends”

Beginning in the 1950s, our family relied on Harry Craimer and then his blue-eyed associate, Ted Greenfield. Sixty years later, through its many incarnations, we depend on FL Fuller Landau. Being a real-estate and investment company, we rely on FL Fuller Landau for high-end accounting, book-keeping, investment oversight, tax planning and real estate management. Over all these years, the care has been excellent. As family protectors and family friends, we are indebted to them.

Dr. Walter Bloom

“Full-service range of expertise”

We have worked with FL Fuller Landau for over 20 years. They have broken the mold and revolutionized the way in which they approach their clients’ needs. They offer a most unique, full-service range of expertise, coordinating and working together with us on all aspects of our company and our employees. This includes everything from bookkeeping, investment oversight, tax planning, real estate management, human resources management and even expertise for our foundation and operating farm. FL Fuller Landau is invested in all aspects of our company, from individual employees to the broader scope and direction of the enterprise. They are our go-to source even as our needs change and evolve.

Tanya Das Neves, VP operations, Immersence inc, Reverie Foundation, Reverie Farming

“Timely Response And Professionalism”

For over seven years, FL Fuller Landau has been assisting and leading me with my full-service family accounting and financial needs from investment oversight, tax planning, bookkeeping and real estate counsel. They have interacted with my banking team as well as my notary for all my financial and real estate requirements. What I appreciate most about them is their timely response to my queries and professionalism.

Ellen Wolfe

MEET OUR FAMILY OFFICE TEAM

Michael D. Newton
FCPA, FCA

Managing Partner

514.908.4760

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Nick Moraitis
CPA, CA, TEP

Partner, Tax

514.908.4777

View bio
Edward Prorok
CPA, CA

Partner

514.908.4762

View bio

NEWS

11 Situations When a Will Would be Handy

We have now reached the second decade of the twenty first century. In the last few years, we have seen many changes to the traditional family structure. Common law couples, same-sex couples, blended families and other options are much more common. Although…

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Wills & Graduated Rate Estates

Effective January 1, 2016, substantial changes will be made to the tax treatment for Estates and Trusts. Currently, a trust created under a will (a “testamentary trust”) is eligible for the same graduated rates of tax as are individual persons. An election…

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For more information on our Family Office services
CONTACT US