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Basis evidenced versus not evidenced: the same portfolio taxed at US$2.4m or US$10mLatest insightAug 13, 2026

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Basis evidenced versus not evidenced: the same portfolio taxed at US$2.4m or US$10mWealth ManagementChina's Offshore Trust Rules: It's the Books, Not the LawChina's new offshore trust rules gave families 90 days. The ones who miss the window won't miss it for lack of legal advice.It's 2am, I'm Still Grinding for My AI Agent BossesProductIt's 2am, I'm Still Grinding for My AI Agent BossesFrom chatting with AI to actually working with it — the gap between those two things is not a thin line. It is a chasm, and it is widening.Canopy's 2025 Review & 2026 OutlookCompany NewsCanopy's 2025 Review & 2026 OutlookCanopy reviews a year of deliberate platform building in 2025 and outlines how stronger data foundations can create operational leverage in 2026.Thinking with Data: Canopy's AI Innovation Published at SentiRE 2025ProductThinking with Data: Canopy's AI Innovation Published at SentiRE 2025Canopy explains its SentiRE 2025 AI research paper and how intelligent systems can support cleaner financial data aggregation and analysis.Hong Kong's Digital Asset MomentDigital AssetsHong Kong's Digital Asset MomentA recap of Hong Kong's 2025 Digital Asset Forum and the regulatory, institutional, and Web3 themes shaping digital assets in Asia.Canopy Q3 Recap: A Quarter of AccelerationCompany NewsCanopy Q3 Recap: A Quarter of AccelerationCanopy recaps a quarter of product releases, client education, industry recognition, and momentum across wealth data infrastructure.Canopy Web3 Series 01: Beyond the HypeDigital AssetsCanopy Web3 Series 01: Beyond the HypeA family-office-focused guide to Web3, covering institutional adoption, investment entry points, and practical risks for long-term capital.Canopy Mobile App Is LiveProductCanopy Mobile App Is LiveCanopy introduces its mobile app for family offices, private banks, wealth managers, and clients who need secure portfolio access on the go.Canopy: Simplifying Tax Reporting, Saving MillionsWealth ManagementCanopy: Simplifying Tax Reporting, Saving MillionsCanopy shows how automated transaction tracking and CRS-ready reporting can reduce manual tax operations for complex portfolios.Empowering Global Family Offices with AI InfrastructureWealth ManagementEmpowering Global Family Offices with AI InfrastructureAn overview of Canopy's AI-enabled wealth data infrastructure for family offices, private banks, and global wealth managers.
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