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.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Melbourne, Victoria, Au
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- https://www.canopyeast.com.au/
- Keywords
- Family Council, Investment Policies, Family Enterprise, Investment Committee, Philanthropy, Family Intergenerational Alignment, Strategic Wealth, Professional Services Tenders, Family Advisers.
- HQ
- Melbourne, Victoria
Canopy East Questions
Canopy East's website is https://www.canopyeast.com.au/
Canopy East's LinkedIn profile is https://au.linkedin.com/company/canopy-east
Canopy East has
1 employees.
View email and phone details for 1
employees at Canopy East.
Canopy East's industry is
Business Consulting and Services
Canopy East's top competitors are
The Table Club,
Gorman Commercial Real Estate,
Global-Ise-Au,
The Stock Network,
Asv Wadeson,
Libertas Infinity,
Newcastle Investment Group,
Allard Shelton,
Minchin Moore Private Wealth Advisers,
Retailquip Pty Ltd.
Canopy East's categories are Business Consulting and Services
Canopy East's founding year is 2024
