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Family Office Services

Canon Capital’s Family Office Services is the preferred choice for wealthy families with unique circumstances and needs.  We are capable of serving families who seek to sustain wealth across generations, or simply need a “Chief Financial Officer” to oversee and manage all of their financial affairs.  Our highly-qualified team of advisors works with each client to determine how they want to best manage the complexity in their lives.  We are fully integrated with our Certified Public Accountants, Investment Advisory and Financial Planning business units, which allows us to effectively implement solutions tailored to meet your specific needs.

Related Webinar: 

“What A Family Office Is And Is Not” presented by Peter Roland, Managing Director, and Chuck Porter, Jr., Sr. Investment Advisor

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Courtesy of The Network of Family Businesses

Further Reading:
pdfThe Uniform Family Office – Practices and Procedures for the Cloud-Centric Virtual Family Office

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