Family Strategy
1
Family Governance & Succession Planning
Canopy East help families establish clear governance structures and succession plans to ensure smooth transitions and long-term stability of the family unit. This includes facilitating family meetings, developing family charters and aligning values with business and investment goals.
2
Family Office
For families who need the benefits of a family office, but do not have the scale to justify a fully dedicated structure, Canopy East offers a tailored, cost-effective solution. We provide coordinated oversight and support across all aspects of your family's financial affairs - integrating wealth management, tax planning, estate planning and risk management - without the expense of building an in-house team.
3
Family Cohesion & Philanthropy
Canopy East supports families in strengthening relationships, building a positive culture, and planning for personal and collective well-being.
Canopy East helps design philanthropic initiatives that reflect the family’s values and legacy aspirations.