Fuller Landau is pleased to announce that Phil Smith is joining our Family Office Services practice as Managing Director.
Joining us most recently from RBC Wealth Management, Phil brings more than two decades of extensive experience advising high net worth individuals and families. Phil’s unique approach to client service was recognized by an RBC award, and he was also responsible for significant business generation and growth nationally and regionally.
“Phil’s deep expertise in advising high net worth individuals and families, approach to client service and entrepreneurial spirit make him a perfect fit for our team. We are thrilled to have him as we continue to grow our Family Office Services group and plan for long-term success.” said Sloan Levett, partner of Fuller Landau’s Family Office Services team.
“I’m delighted to be joining Fuller Landau. I have always been passionate about serving my clients’ wide-ranging needs, and I look forward to doing so with colleagues who share my commitments to service excellence.” said Phil.
Phil can be reached at (416) 645-6580 or by email at firstname.lastname@example.org.
For more information about our Family Office service offering, please click here.