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Canopy Partners Background & Overview Overview

Type

Family Office - Multi

General Information

Canopy Partners is a multi-family office headquartered in Cincinnati. The firm serves families seeking comprehensive wealth management and advisory solutions, focusing on the stewardship and growth of generational assets. With a collaborative approach, Canopy Partners addresses complex financial needs across investment, estate, and legacy planning—enables families to navigate evolving priorities and preserve capital across generations.

Contact Information

Website:

Year Founded:

Canopy Partners Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Family Office - Multi

Canopy Partners Leadership & Principals

Title:

Email:

Corporate Office:
Cincinnati, US

Canopy Partners Portfolio & Notable Allocations

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