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Canon Capital Family Office
Canon Capital Family Office traces its roots to the accounting and advisory firm established by Peter J. Roland and Michael S. Witter. The practice expanded...
Canon Capital Family Office
Canon Capital Family Office traces its roots to the accounting and advisory firm established by Peter J. Roland and Michael S. Witter. The practice expanded from core compliance work into integrated wealth management for multiple families. Founding year is recorded as 1989 with headquarters in Harleysville, Pennsylvania. The firm allocates across public and private markets through direct co-investments, SPVs, real estate holdings, and startup positions. Confirmed focuses include Series A investments in SpaceTech and Industrial Tech, with emphasis on Quantum Computing and Space Tech applications. Geographic activity centers on North America. No specific portfolio company names or fund commitments appear in available records. Team leadership includes Peter J. Roland as Managing Partner, Michael S. Witter as Managing Director, and Patty Webb as Partner and Director of Wealth Management Services. The firm maintains affiliations with the National Association of Plan Advisors and holds CEFEX fiduciary certifications. In 2024 it partnered with Summit Financial alongside BFG Wealth on a concurrent engagement. Governance ties the investment mandate to the original accounting partnership rather than external capital raises or third-party fund vehicles. Philanthropic structures operate separately through Indian Creek Foundation and Worthwhile Wear, Inc.
General information
Firm type
Multi Family Office
Year founded
1989
Location
Region
North America
Country
United States
City
Harleysville
Corporate office
484 Harleysville Pike, Harleysville, PA 19438, United States
Principals
Peter J. Roland
Managing Partner and Founder
Michael S. Witter
Managing Director
Patty Webb
Partner and Director of Wealth Management Services
Sector focus
Frequently asked questions
Who runs investment decisions at Canon Capital Family Office?
Peter J. Roland serves as Managing Partner and Founder. Michael S. Witter acts as Managing Director and Patty Webb directs Wealth Management Services.
How does Canon Capital Family Office source proprietary deal flow?
Deal flow originates from the firm's accounting and advisory client base. Relationships built through tax, payroll, and technology services generate investment opportunities.
Is Canon Capital Family Office structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office. The firm integrates fiduciary oversight and capital allocation for multiple families rather than operating a dedicated venture platform.
Does Canon Capital Family Office participate in fund commitments or only direct deals?
Available records show activity in direct co-investments and SPVs alongside real estate and startup positions. No fund commitments are documented.
What investment stages does Canon Capital Family Office typically target?
Confirmed activity centers on Series A investments.
Where does the underlying wealth come from?
Wealth traces to the accounting and advisory business founded by Peter J. Roland and Michael S. Witter.
Does Canon Capital Family Office maintain philanthropic structures, and how are they separated?
The firm supports Indian Creek Foundation and Worthwhile Wear, Inc. These entities operate separately from investment activities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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