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?

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

Expectations and realities are poles apart, with parents living longer and leading more active lifestyles than their children had imagined

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

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

The inception of Canopy East was fueled by a profound commitment to assist families in addressing all aspects of their wealth management.

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

In the bustling world of business, where the clink of coffee cups often accompanies the clatter of keyboards, there lies a fundamental...

This article was first published on 2 February 2018. The news of the passing of Ingvar Kamprad , founder of Ikea this week sent lovers of...

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...

Families consisting of four or more children these days seems to be among the minority. Which means that the task of dividing the roles...

Comparing Wealth Managers is like comparing apples with oranges. Each has nuanced differences in their approach to services, from...

We understand that each family member brings unique perspectives and values to the table. Our role is to navigate these differences and alig