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Canopy Partners, LLC Overview
Type
Multi Family Office
Year Founded
2023
General Information
Canopy Partners, LLC is a multi-family office headquartered in Cincinnati, United States. Founded in 2023, the firm originates from advising multigenerational entrepreneurial families and business owners, providing investment, estate, tax, and lifestyle services aimed at preserving long-term family well-being. Led by seasoned advisors, it structures tailored capital management, holistic planning, and concierge reporting across complex balance sheets, coordinating with external legal and accounting partners.
Contact Information
Website:
https://canopyfamilyoffice.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Cincinnati, OH, United States
Portfolio & Notable Allocations
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