Robert Carson
Family Adviser I Speaker I Entrepreneur
A highly respected family wealth adviser and strategist based in Melbourne, Australia, Rob has more than two decades of experience in guiding multi-generational families through the complexities of managing and preserving family wealth.
Rob has seen and experienced it all when it comes to families and their wealth strategies. Through successes and failures, Rob has guided Australian families through significant change.
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Rob brings his wealth of knowledge and experience to both families and advisers alike.
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Rob is the founder and principal of Canopy East, a boutique consultancy dedicated to providing independent, tailored advice on all aspects of family wealth matters.
Robert’s expertise lies in creating long-term, sustainable wealth strategies that align with the unique goals and values of each family. His work spans several key areas:
Just Don't Stuff It Up
Robert's keynote speech "Just Don't Stuff It Up" is directed to families who are experiencing, or planning to be part of the greatest inter-generational transfer of wealth in Australia's history. "Just Don't Stuff It Up" takes a look at the common pitfalls resulting in the destruction of family wealth,, and considers what can be done better, or more effectiovely.
Drawing on more than two decades of experience advising families through the change in management of their wealth, Robert also draws on famous moments in history that, if they had their time again, would likely have resulted in a very different outcome.
Contact
I'm always looking for new and exciting opportunities. Let's connect.
123-456-7890