When it comes to leadership transitions, few events are as steeped in tradition and intrigue as the papal conclave. While the Catholic Church and wealthy families might seem worlds apart, the process of electing a new pope and planning for succession within a family business have more in common than you might think.

Navigating the great wealth transition between generations also requires open communication and strategic planning. Families that proactivel

For the business owner who has sold their enterprise, life can suddenly feel like uncharted territory. After years—perhaps decades—of...

As a successful business owner, you've poured your heart and soul into building a thriving enterprise. Now, as you contemplate selling...

Australian high net worth families are showing a heightened interest in taking passive stakes in unlisted private companies.

Is a full-fledged family office necessary, or could a dedicated Chief Investment Officer (CIO) for your family suffice?

Are families actually prepared for the transition of their family wealth to the next generation? Many families think they are ready but inst

Last week, I was reminded of the critical role #transparency plays in the #family #wealth space. Every wealth professional understands...

Will the next generation look to preserve their family's wealth? Or continue a cycle of high levels of discretionary consumer spending while

At Canopy East, advocacy is at the heart of everything we do. It is about more than just providing advice; it’s about standing by our...