514.875.2865

Family Office

Preserve and grow what you have built for you and your family.

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Totally Outsourced Solution

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.

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.

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.

Our 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

What Our Clients Think

“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. 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 NevesVP operations, Immersence inc, Reverie Foundation, Reverie Farming
“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
“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
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Meet the Team

Edward Prorok

CPA

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Nick Moraitis

CPA, TEP

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Michael D. Newton

FCPA

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A Variety of Clients

  • Business owners
  • Families
  • Individuals
  • Retirees
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Family Office services

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Our Location

Place du Canada

300-1010 De La Gauchetière St. W. Montréal, QC H3B 2S1

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