WEALTH MEANS MORE THAN MONEY

Three States of Generational Wellbeing

At Canopy Partners, we view our work through the prism of generational wellbeing. Generational wellbeing refers to the overall welfare and quality of life experienced by different generations within the family. It encompasses various aspects of life, including financial stability, family relationships, and the sense of purpose, satisfaction and happiness experienced by each individual in the family.

The three states of generational wellbeing—financial prosperity, family harmony, and personal fulfillment—interact and influence each other, shaping the overall wellbeing of individuals and their families over time. They are interconnected and mutually reinforcing. Achieving a balance among these three states is essential for ensuring a positive and sustainable quality of life.

Our 3-Tree Logo is a symbol of these three states and conveys our commitment to support and maximize this shared experience for each of our client families.

Family Harmony

Promoting family harmony involves dedicating time and energy to the effort of inclusive decision-making, leveraging stewardship best practices, learning and educating, and fostering a shared family vision that rally’s the group towards a welcomed future. Canopy Partners is adept at navigating these important topics, bringing in relevant resources, leading to a more harmonious and long-lasting family enterprise.

Financial Prosperity

In the realm of finance, Net Worth stands alone as the ultimate measure of success. Leveraging our expertise across the assets and liabilities of our client’s balance sheet, we foster the sustainable growth of our families’ net worth. Armed with sophisticated planning, our tools include the use of public and private portfolio investment, unique credit solutions, and tax-saving strategies designed to transfer and protect wealth over generations.

Personal Fulfillment

Every individual plays a role in their family. We’re dedicated to providing a variety of premier resources that cultivate individual passions, increase knowledge, and foster the interests and ambitions that create personal achievement, fulfillment and support to the family.

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.