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"When's the right time to sell my business?"
Most people assume it’s about the market, the right buyer at the right time and the right price. You might imagine there will be a moment when all the stars align, when the perfect economic and business cycles match your own life. But those stars rarely line up. If you wait for perfect certainty, you may end up waiting forever.

Robert Carson
Sep 181 min read
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Family Business: Australia's Heartbeat
Walk down the main street of any Australian town and you’ll find them. The bakery that’s been in the same family for three generations. The transport company still run from a fibro office out the back of the depot. The vineyard where the children grew up running between the rows, now bringing in their own ideas about climate and technology. Family enterprises don’t just make up part of our economy, they carry the character of our communities.

Robert Carson
Sep 173 min read
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The Hidden Reality of Affluence: Navigating Wealth Management
Understanding the Challenges of Wealth The belief that significant wealth brings clarity and simplicity is persistent. However, the...

Robert Carson
Jun 233 min read
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The Best Kind of Reality TV
Family meetings are the best kind of reality TV because they offer all the suspense, conflict, and catharsis without the need for a TV deal.
The parallels between family meetings and reality TV are uncanny. Reality shows thrive on conflict, negotiation, shifting alliances, and the unpredictable nature of human behaviour. The living room is no different.

Robert Carson
Jun 163 min read
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Why the Vatican’s Conclave Holds the Key to Family Wealth Succession
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.

Robert Carson
Apr 283 min read
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Waiting for the stars to align? Your family's legacy might pass you by
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.

Robert Carson
Apr 174 min read
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Aussie Investors Quietly Cash In: The Rise of Hands-Off Stakes in Private Businesses
Australian high net worth families are showing a heightened interest in taking passive stakes in unlisted private companies.

Robert Carson
Jan 62 min read
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Do you need a Family Office, or just a family CIO?
Is a full-fledged family office necessary, or could a dedicated Chief Investment Officer (CIO) for your family suffice?

Robert Carson
Jan 62 min read
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Beneath the Canopy - January 2025
Welcome to "Beneath the Canopy" - Canopy East's monthly update on the world of family wealth management.

Robert Carson
Jan 63 min read
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Will the 'Great Wealth Transition' become the 'Great Wealth Destruction'?
Will the next generation look to preserve their family's wealth? Or continue a cycle of high levels of discretionary consumer spending while

Robert Carson
Sep 9, 20241 min read
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