Family Offices
Family Office needing holistic view of their Assets
A Family Office's financial picture can be quite complex. Canopy software helps to get a complete picture of their assets and liabilities to any level of complexity. Canopy works on two models
(a) Software Only
(b) Software + Data Upload and Consistency Check Services
Typical Family Office has Financial Assets and Real Estate held through a complex structure (with multiple beneficiaries)
Updated about 2 years ago