Premier Member Services

Comprehensive Family Office Services

Serving as our member’s family office, Canopy may provide a wide range of convenience services, coordination among advisers, and through our innovative “Canopy Connect” program, access to a curated set of specialist third-party providers who may offer unique and meaningful experiences to client members.

Convenience & Administration

With appropriate client authorizations, Canopy staff can provide administration of cash management, money movement, wires/disbursements, K-1 and other tax organization, entity administration, compliance and the general convenience of having a “one-call” expert in place to handle a variety of service needs.

ADVISOR COORDINATION AND INTEGRATION

Canopy recognizes and welcomes other family advisors (legal, accounting, insurance, other) and their specific talents and expertise and can provide access to information, conduct joint meetings, or otherwise coordinate for best outcomes. We may also evaluate advisors, provide opinions, and, where situations dictate, recommend new professionals for family consideration.

CANOPY Connect

Canopy has a wide variety of third-party relationships that are relevant to our clients. These specialist providers offer expertise, education, and service in niche areas including bespoke travel services, vacation real estate, private aircraft, art and culture, philanthropy, and health and wellness. We often have unique access to events and other resources and freely provide them to our client members as available and relevant.

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.