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

25002500

Typical Family Office has Financial Assets and Real Estate held through a complex structure (with multiple beneficiaries)