Canopy Partners

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Canopy Partners — overview

About

Canopy Partners is a US-based multi-family office and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it provides include financial planning, tax & estate planning, business succession planning, portfolio management, investment management and philanthropy planning services to high-net-worth individuals, ultra-high-net-worth individuals and their families and charitable entities.

Canopy Partners - known decision makers (2)

Contact Name	Position	Location	Email	Telephone	Asset Class
	Partner, Chief Financial Officer Services and Data Analysis	Cincinnati, US			PEREINFHFPDNR
	Senior Investment Consultant	Cincinnati, US			PEREINFHFPDNR

Showing 2 of 2 known decision makers Canopy Partners

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