Generational Success

Multi-Generational Wealth Stewardship

The stewardship of wealth from one generation to another requires great planning, vision, and execution. We provide the tools, resources, and technical expertise to help our client members tackle the dynamics of family wealth, improve communications and decision-making, and support the family as it navigates the challenges of long-term stewardship and responsibility.

THE DIGITAL FAMILY OFFICE

Enhancing communication and the sharing of information, Canopy offers all client members a custom-designed “Digital Family Office”. The digital office is where all records, documents, and reports will be securely stored and accessed by authorized family members or other trusted advisors. This space is organized and continuously maintained by the Canopy staff allowing family members to share, engage, and communicate among a members-only portal.

WEALTH STRATEGY & PLANNING

This includes detailed and ongoing reviews of a family’s transfer planning, fiduciary and trust services, entity creation, business succession, and estate and tax planning. Rising generation family members are integral in a family’s long-term planning and are essential partners to ensuring generational success.

LEARNING & LEADING

An introduction to stewardship best practices can be offered in one-to-one meetings, small workshops, or large family retreats. The emphasis is on family education, family harmony, and providing access to the techniques and tools to best equip your family for wealth responsibilities. It may include the development of a family vision, philanthropic mission, or the development of a long-term legacy for the family. Topics in this area are wide-ranging and thus is highly tailored to family circumstances. Often it may include third-party wealth coaches, executive career coaches, or other advisors where relevant and helpful.

STRATEGIC PHILANTHROPY

Transitioning from random charitable gifts to a more strategic form of philanthropy is often a key objective for our client members. It is also an area where families come together to execute on a shared vision of giving back to their communities and the organizations of importance to them.

Charitable planning, account/entity origination, and the ongoing administration of donor-advised funds, charitable trusts, and family foundations are core competencies at Canopy. We offer expertise, technologies, and other resources that help you form your strategy, identify your interests, and administer your program during and beyond your lifetime.

Insurance and Risk Management

With a deep understanding for our client’s unique risk profile, including financial investments, real estate holdings, business ventures, and personal assets, Canopy is in a unique position to identify potential vulnerabilities and determine the most appropriate insurance coverage. This might include coverage for high-value assets, liability protection, life insurance, and other niche policies that align with the clients’ needs and goals. While Canopy specializes in life insurance placement, we will make referrals to other insurance market providers as client needs are identified.

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.