Canvas Wealth Advisors

Canvas offers multi-family office services including investment management, financial planning, tax strategy, and estate planning for high-net-worth families. The firm structures each engagement around the client's specific liquidity needs, risk tolerance, and generational goals.

As an RIA, Canvas charges a fee based on assets under management, typically a percentage of client portfolios. The fee structure is disclosed in its Form ADV filed with the SEC. Some engagements may include fixed fees for standalone planning work.

Canvas operates as a multi-family office, serving multiple unrelated families. This structure allows clients to access institutional-quality portfolio management and comprehensive estate planning without building a dedicated internal office.

Client portfolios include passive ETFs and index funds, actively managed equity and fixed-income mandates, and alternative allocations to private equity, real estate, and hedge funds. The firm also facilitates direct co-investments and private placements through its sponsor relationships.

Client acceptance is subject to the firm's minimum asset threshold and fit with its service model. Typically, RIAs and MFOs set minimums of $5 million to $50 million. Canvas's specific threshold is not publicly disclosed.