Wealth Strategy
1
Wealth Development & Planning
Canopy East analyses family and business wealth to provide a clear understanding of current assets, growth, risk, and diversification.
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They focus on supporting the family’s goals by helping to structure and monitor wealth for long-term sustainability across generations and manage relationships with external investment specialists.
2
Family Enterprise Design & Implementation
Canopy East specialises in designing and implementing agile family enterprise structures that bring clarity and control as family wealth grows. By acting as a single point of contact, they coordinate all advisers, strategies, and processes into a unified system, replacing confusion with streamlined decision-making.
This approach empowers families to focus on their legacy and enjoy their success, free from the burden of managing fragmented advice and daily coordination.
3
Wealth Governance & Oversight
Canopy East provides independent oversight of your family's investment portfolio, working with your exisiting advisers- or assisting in the appointment of new advisers- to ensure your investments align with your family's goals, risk appetite and long-term vision.
We coordinate and review investment strategies, monitor performance and facilitate regular reporting for clarity and peace of mind.