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.

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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.