Discover the unique strengths of your family enterprise
Canopy East specialises in guiding family enterprises through their unique challenges, helping balance family dynamics with business and investment goals to ensure long-term success.
By providing expert advice to families on strategic planning and execution of all matters relating to their family wealth, Canopy East empowers families to navigate complex transitions, foster resilience and create sustainable enterprises that thrive across generations.
About
Robert Carson
Robert Carson is the founder of Canopy East, where he works as a family enterprise adviser and financial consigliere to some of Australia’s most successful families. Drawing on decades of experience across wealth management, governance and strategy, he helps families navigate the complexity of succession, decision-making, and legacy. His approach goes beyond the numbers, focusing on purpose, trust, and clarity so that both the family and its enterprise can thrive across generations.
Robert writes and speaks widely on the moral tensions of advising families, the hidden costs of success, and the need for providing an environment for the next generation can learn, fail, and grow without destabilising the family. Through Canopy East, Robert blends practical expertise with a strong values lens, encouraging families to ask bigger questions about why their wealth exists and how it can be used as a force for continuity and contribution.
Who we work with
Case Study
Canopy East serves as an independent advisor to family enterprises and high net-worth families seeking guidance in managing the complexities of family wealth and succession.
While there is no 'typical client' of Canopy East, families who engage Canopy East look for an advocate to represent their interests when dealing with all aspects of their family's financial affairs.
The need to appoint Canopy East usually arises from the increasingly complex nature of dealing with significant family wealth, and a desire to establish a legacy that can be passed on for generations to come.
Often, families are unsure where to begin or what kind of support they need, as the challenges they face are often unique and overwhelming. Others recognise the importance of addressing these matters but simply don't have the time or desire to manage them on their own.
What unites these families is the desire to protect what they've built, plan confidently for the future and ensure their wealth supports both their immediate needs and long-term aspirations.
