Adviser Collaboration
1
Integrated Professional Coordination
Canopy East brings together each family's advisers - including accountants, lawyers, investment managers and tax specialists - to ensure all aspects of a family’s affairs are aligned and working toward their goals.
We facilitate communication and collaboration among the advisory team, creating a unified strategy that addresses every facet of a family’s needs.
2
Adviser Selection & Tender Management
When new expertise is required, Canopy East manages the process of identifying, evaluating, and introducing the right advisers for each family. We oversee competitive tender processes to ensure you have access to high-quality professionals who best match the family's objectives, and negotiate terms that deliver value and transparency.
3
Ongoing Oversight & Relationship Management
Acting as a central point of contact, Canopy East monitors adviser performance, maintains strong working relationships, and adapts the advisory team as your family’s circumstances evolve.
This ensures each adviser remains accountable and families continue to receive proactive, coordinated support.​