Who We Serve
A Diverse Mix of Client Members
Client members of Canopy Partners are leaders, founders, and stewards, and have come to us from a variety of backgrounds and circumstances, each with a unique story to tell.
C-SUITE EXECUTIVES
CEOs and other C-Suite executives require specialized wealth management services that cater to their unique financial circumstances, risk profiles, and professional responsibilities. Sophisticated tax optimization, stock and options, deferred compensation, and tailored investment strategies are often the key elements of success as these executives transition to their next chapter. Canopy professionals are adept at navigating these complex variables, educating clients, and leading transition planning.
ENTREPRENEURS & FOUNDERS
Entrepreneurs, business owners, and founders have unique financial and risk elements tied to their business and are often confronted with concentrated illiquid equity positions, large tax obligations, and cash flow requirements. As an entrepreneur, how do you approach the long-term? Do you choose to pass the business to the next generation? Or sell to a strategic acquirer? Entrepreneurs are often buying, selling, and growing, and Canopy professionals can help evaluate the alternatives, create and execute a plan of action, and coordinate with all the stakeholders involved to optimize the outcomes.
MULTI-GENERATIONAL FAMILIES
Generational families have often already experienced a variety of estate, tax, and asset protection planning designed to promote the family’s wealth. Over time, these elements need updating, revision, and adjustment to changing circumstances. Family members are often seeking to align their investments with their personal values, strengthen their conviction and sense of purpose, and educate themselves and the rising generation for future responsibilities. Canopy professionals are adept at leading family meetings, re-aligning investments, and tailoring any planning elements to current circumstances to ensure continued success.
Philanthropists
Canopy families are often charitable, but how can they identify the right charities? How should they structure their giving for tax optimization and the charities’ needs? And how can they measure the impact of their gifts? Canopy provides sophisticated tools, technical knowledge, and experience to assist our clients’ philanthropic efforts, enabling them to give in more intentional and profound ways.
What 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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