Explore the June 2025 edition of "Beneath the Canopy"

The Power and Pitfalls of Collective Family Wealth Across Asia and many emerging markets, family wealth is rarely confined to a single...

Imagine a family legacy that stretches not just decades, but a full century into the future. That’s the promise—and the challenge—of 100-year wealth planning. It’s a bold, forward-thinking approach that asks families to look far beyond the next inheritance or business deal, and instead plant the seeds for a flourishing family tree that will stand strong for generations.

Money doesn't blow up families; Egos do. Which is why a bit of truth goes an incredibly long way.

At some point, though, every family hits a snag. Maybe it’s a disagreement over the future direction of the business, or maybe it’s just that old family dynamics rear their heads when the stakes are high. This is where an independent Family Adviser becomes worth their weight in gold.

Explore the May 2025 edition of "Beneath the Canopy"

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.

For many Australian family business owners, the timing of a sale often feels completely out of sync with the business’s growth cycle, the prevailing economic winds, or the evolving plans and aspirations of the family itself. If you’re grappling with this conundrum, you’re not alone—and the path forward is rarely linear.

Financial decision-making in a family enterprise is less about individual authority and more about collective responsibility.

As Australians prepare to head to the polls on 3 May for the federal election, charities across the nation are bracing for a familiar...

By embedding giving into their legacy, families focus shifts from simply preserving financial assets to creating meaningful social change.

Explore the April 2025 edition of "Beneath the Canopy" on financial disaster. Learn how to prevent financial disaster and family discord

It has emerged that the traditional venture capital model is fundamentally flawed, writes Dan Winter of Arbor Capital

When conflicts arise, a values statement can even help resolve disagreements by serving as a reminder of what your family stands for.

"It is the Psychology of the family which will determine wealth preservation through the generations. Not tax" writes Dr Katherine Hunt

Welcome to "Beneath the Canopy" - Canopy East's monthly update on the world of family wealth management.

In today’s financial landscape, finding trustworthy advice can feel like navigating a dense forest without a compass. If you’ve ever felt st

Welcome to "Beneath the Canopy" - Canopy East's monthly update on the world of family wealth management.

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...