One data foundation
Every custodian connected and reconciled into a single trusted source of truth, so everything above it runs on the same numbers.
AI transformation for family offices
Become an AI-native family office.
Adopt AI with confidence: a clear-eyed assessment, a path your team can follow, and the workflows we run ourselves, put into production.
Complete discretion. No obligation.
IllustrativeThe payoff
The coverage of a team many times your size
An 8-person family office with the coverage of a 50-person middle and back office: the system reviews every client, every day.
10×
Effective AUM coverage
+20-50bps
Performance uplift
Every day
Every client reviewed
How it works
How we work with you
A guided path, not a tool drop. Three stages, at your pace.
01
Diagnose
We assess where you are today: your data foundation, your workflows, and where AI can safely help. You get an honest read on readiness, not a sales pitch.
02
Advise and train
A practical roadmap for the people, workflows, and tools, with hands-on training so your team can actually run it, not just hear about it.
03
Implement
We put the chosen workflows into production, the same ones we run inside Canopy, and stay with you until they hold up in daily use.
What you get
The AI-native stack you get
One data foundation, an orchestration layer, and agent workflows on top: the infrastructure a family office would otherwise never build itself.
An orchestration layer
The performance, risk, and accounting logic a family office actually needs, built in, so the AI understands wealth, not just text.
Agent workflows on top
The workflows we run ourselves, put into production on your data, grounded and cited back to source.
IllustrativeIn production
Workflows your family office will run
The highest-value work, automated on your own reconciled numbers.
Portfolio Q&A and meeting prep
Ask any question across every account and get a sourced answer. What took two days of prep now takes 30 seconds.
Fee audit and cost insight
Every fee and charge checked across custodians. Hard savings, and the clearest ROI in the office.
Cash intelligence and treasury
A cross-bank cash panorama, so idle cash is visible and put to work before it drifts.
IllustrativeWhy Canopy
We run on AI ourselves
We only put workflows in front of you once we have proven them on our own business.
Proven, not theoretical
Every workflow we bring you is one we already use to run Canopy day to day.
Built on your data
The transformation sits on a reconciled data foundation, so the AI is grounded, not guesswork.
Wealth, not just AI
We know how family offices actually work, so the rollout fits your office, your structure, and your discretion.
IllustrativeGet started
Build your AI-native office
Start with an assessment of where your office stands today.