Sloan is a partner in our Advisory practice and President of Fuller Landau’s Family Office Services. In this role, he leads the firm’s Family Office initiatives, which include independent and objective investment portfolio, insurance, will and estate planning, and tax advisory services to select high net worth individuals and families. Sloan has extensive experience designing and implementing wealth management and tax strategies including asset allocation and tax deferral/minimization.
Practice Areas
Advisory
Succession Planning
Tax
Estate and Wealth Transfer Planning
Practice Areas
Advisory
Succession Planning
Tax
Estate and Wealth Transfer Planning
Industries
Banking and Financial Institutions & Services
Long Term Care/Assisted Living Facilities
Industries
Banking and Financial Institutions & Services
Long Term Care/Assisted Living Facilities
Specialty Groups
Bio
Sloan is a partner in our Advisory practice and President of Fuller Landau’s Family Office Services. In this role, he leads the firm’s Family Office initiatives, which include independent and objective investment portfolio, insurance, will and estate planning, and tax advisory services to select high net worth individuals and families. Sloan has extensive experience designing and implementing wealth management and tax strategies including asset allocation and tax deferral/minimization.
OFFICES
Suite 300 - 1055 West Hastings St. Vancouver, B.C., Canada, V6E 2E9
360 Central Avenue, Suite 845 St. Petersburg, Florida, USA 33701
