Canopy East

Canopy East specialises in helping families effectively coordinate their personal and professional services, ensuring the comprehensive management of wealth, succession planning, and investment strategies through personalised and experienced advisory services. Family enterprise services are tailored to address the unique challenges faced by family-led enterprises. Whether it’s a small business owner or multigenerational family wealth, guiding families towards sustainable success. With over two decades of experience advising wealthy families and philanthropic organisations, Robert Carson offers comprehensive services such as the selection of investment managers suitable for the family’s personal needs, coordinating family governance, developing investment policies, and the creation of family charters. Services: -Family Enterprise Services -Family Council -Investment Policies -Investment Committees -Philanthropy -Family Intergenerational Alignment -Professional Services Tenders We leverage our extensive networks assist families with selecting the most appropriate advice needed for their own situations, identifying opportunities to enhance each family’s position, but more importantly, identify strategies to safeguard their wealth. DM or email info@canopyeast.com.au for more information.