We Grow and Preserve Generational Well-Being.
An Innovative Multi-Family Office.
Canopy Partners provides hyper-personalized strategies, loyal support, and wide-ranging expertise to select families of generational wealth while cultivating success across the three states of family well-being: financial prosperity, family harmony, and personal fulfillment.
Specialists in Generational Wealth
A Member Only Model
Investment Acumen
Independently Owned
About UsCultivating the Three States of Family Well-Being
Wealth means more than money. At Canopy Partners, we apply our expertise, resources, and customized services to cultivate the three states of generational well-being.
Three States of Well-BeingOur Expertise and Services
Advocates, not salespeople. Canopy Partners offers a wide-ranging suite of services each tailored to client members specific requirements. Our professionals work closely with you to determine the issues and requirements, curate the best solutions, and ensure a steady, appropriate pace of implementation. Operating under a fiduciary capacity, we maintain objectivity and transparency seeking alignment only with our clients.
Capital Management
Serving as your family’s chief investment office, we help navigate the risks and access opportunities across your full balance sheet.
Generational Success
Combining financial acumen with the best practices of family stewardship, we build a lasting and harmonious enterprise for families that can span generations.
Premier Member Services
Curated selection, exclusive access, and coordination with premier partners allow us to deliver a wide range of unique and exceptional services.
Our Members
Our members have found success from a diverse range of circumstances. Click below to learn more about the clients of Canopy Partners.
Who We ServeWhat Does Success Look Like at Canopy Partners?
We’ll integrate every aspect of your family’s complex financial activities, help you invest with conviction and purpose, and prepare the rising generation with a shared vision of stewardship. That’s what success looks like. That’s what’s possible with Canopy Partners.
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