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Canopy Family Office

EST. AUM
$869,015,092

CONTACTS
5

CLIENT ACCOUNTS
412

Firm Details

Metro area Cincinnati
CRD Number 324812
Website canopyfamilyoffice.com
Client types

Overview

Canopy Family Office is a wealth management firm based in Florida, specializing in providing tailored financial and investment solutions to high-net-worth individuals and families. The firm offers a wide range of services, including estate planning, tax optimization, investment management, and risk management. Canopy Family Office focuses on delivering personalized advice and strategies to help clients achieve their financial goals and preserve their wealth across generations. Their approach emphasizes a holistic understanding of each client’s unique circumstances, ensuring that their financial and lifestyle needs are comprehensively addressed.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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