A VIRTUAL MULTI-FAMILY OFFICE
Clarity.
Expertise.
Capital.
We operate at the intersection of private finance, off-market real estate, and M&A. We invest in assets and relationships that make sense on a ten-year horizon.
We have access to capital and the infrastructure.
If you have the right business or the right talent, we should talk.
The Partnership Portal
Selective Engagement. We seek long-term alignment with partners who value discretion and integrity.
Capital Solutions
Direct and indirect capital deployment for liquidity or growth.
Affiliate Partnership
For professionals who require a sophisticated execution partner.
Advisory Talent
For practitioners who prefer agility over institutional constraints.
Advisory Wealth Assessment
A direct evaluation for complex portfolios. Scheduled as our Lead Advisors' commitments permit.
Private Client Demonstration
Qualified principals may schedule a confidential tour of our infrastructure to review systems, reporting architecture, and governance.
Note: All engagements are subject to a mandatory background verification ($185.00 administrative fee per principal).
Engagements proceed by qualification.
Firm Profile
The Institutional Mandate
We operate on a single conviction: complex wealth requires more than management—it requires architectural integrity. Our firm was established to bridge the gap between traditional investment brokerage and the sophisticated requirements of the modern family office. We do not chase market cycles; we optimize the structures that endure them.
Our Operating Philosophy
Our approach is modeled after the principles of long-term capital stewardship. We view wealth through three distinct lenses:
Capital Efficiency: Maximizing the utility of every dollar through strategic leverage and liquidity management.
Governance Rigor: Ensuring that the legal and operational framework of an estate is as robust as the assets within it.
Strategic Alignment: Verifying that every deployment of capital serves a defined ten-year objective.We view wealth through three distinct lenses:
Independence & Fiduciary Standard:
We have intentionally structured our firm to eliminate the conflicts of interest inherent in traditional finance. By maintaining an asset-agnostic posture, our only incentive is the structural health of your balance sheet. We do not sell products; we engineer clarity.
The Wealth Intelligence Framework:
Our proprietary methodology, the Structured Wealth Assessment, serves as the entry point for all engagements. This disciplined evaluation allows us to assess the "delta" between a client’s current position and their optimized potential. We engage only when the data confirms we can provide a significant, quantifiable value-add to the principal.
The Stewardship
The Responsibility of Experience. We provide professional resources to initiatives that align with our principles.
Strategic Grant Writing
Educational Transfer
Advisory Support
From licensed practitioners
Engagements proceed by qualification.
The Infrastructure
Complexity is the Enemy. We provide the "Hub" — a central command center for your wealth.
The Command Deck
A single-glance view of your total position via Plaid-secured integrations.
Capital Conduit
Systems facilitating direct and indirect capital flow, removing traditional friction.
The Generational OS
A documented path to transfer wealth governance to the next generation.
Institutional Security
Infrastructure built on AWS using global banking encryption protocols.
Post-Submission
Deliberate by Design.
The Brief
Provide essential facts regarding your inquiry via the portal.
Verification
Standard background check required for all new principals ($185.00).
Consultation
If there is a clear margin of safety, we coordinate a review with a Lead Advisor.
Demonstration
Qualified principals are invited to review our Virtual Multi-Family Office system and solutions.
Engagements proceed by qualification.
A Message from the Founder
To the Principals and Fiduciaries We Serve,
Wealth is often managed with a focus on the immediate: the quarterly return, the latest market trend, or the newest investment product. While these elements have their place, they often distract from a more fundamental truth: The strength of your capital is determined by its structure, not just its performance.
I founded this firm because I saw a recurring pattern among high-net-worth families—substantial assets resting on fragile foundations. Many have "collected" investments over decades, resulting in a fragmented architecture that is inefficient for taxes, vulnerable to risk, and misaligned with long-term intent.
Our mandate is different. We do not start with a pitch; we start with a Structured Wealth Assessment. This is a disciplined, diagnostic approach designed to find the "leakage" in your current posture. If the data shows your structure is sound, we will tell you so. If we identify a gap where our intelligence can provide a quantifiable advantage, we will propose a path forward.
We operate with a "partnership" mentality. Like you, we value permanence, discretion, and intellectual honesty. We aren't interested in being the largest firm—only the most precise.
Thank you for considering our framework for your capital.
Respectfully,
Trae'Vorris Canady
Founder & Managing Principal
WEALTH INTELLIGENCE
Structured Wealth Assessment
A disciplined evaluation of capital, governance, and long-term alignment.
We assess before we engage.
Capital Structure
Liquidity, leverage, deployment efficiency.
Governance & Risk
Asset protection, reporting integrity, succession posture.
Strategic Positioning
Ten-year capital alignment across operating and real assets.
PRELIMINARY REVIEW
STRUCTURAL EVALUATION
ADVISORY DETERMINATION
Engagements proceed by qualification.
The 5 Pillars of Wealth
Our comprehensive framework guides you through every stage of wealth creation and preservation.
STRUCTURE
Corporate Formation & Structural Control, Credit Risk & Reputation Oversight
and Governance & Regulatory Compliance Administration
CAPITAL
Commercial Lending, SBA Loans, Private Funding, Grant Writing, etc
ADVISORY
Investment Strategy, Tax Strategy, Legal Counsel, Financial Planning
ACQUISITION
Real Estate Development, Business Mergers & Acquisitions (M&A)
LEGACY
Family Office Services, Trust Planning, Asset Protection
Engagements proceed by qualification.
Strategic Inquiry & Governance
OPERATIONAL DUE DILIGENCE.
1. Client Suitability & Alignment
The framework is designed for principals and fiduciaries overseeing complex capital structures where traditional retail solutions are insufficient.
2. Advisory Intent & Non-Solicitation
This assessment is a diagnostic exercise. Advisory determinations are made only when a quantifiable delta between current posture and optimized structure is identified.
3. Scope of Operational Mandate
We provide architectural oversight across liquidity, leverage, and deployment efficiency to ensure long-term capital preservation.
4.Capital Architecture Definitions
These are bespoke structural adjustments to debt, equity, and asset positioning designed to improve the net IRR of the total portfolio.
5. Regulatory & Fiduciary Posture
Our status is strictly advisory, maintaining a fiduciary standard that prioritizes the structural integrity of the client’s estate over product placement.
6. Distinctive Methodologies
We utilize a proprietary "Wealth Intelligence" audit that treats governance and risk as primary assets, rather than secondary considerations.
7. Post-Assessment Sequence
Upon completion, you receive a formal Advisory Determination outlining specific structural gaps and a recommended path toward alignment.
8. Verification & Security Protocols
To maintain the integrity of our network and protect all participants, we require baseline verification of sophisticated investor status.
9. Information Stewardship & Privacy
All data is subject to institutional-grade encryption and is utilized solely for the purpose of the structural evaluation. We do not monetize client metadata.
10. Strategic Rationale of Evaluation
The assessment serves to identify "leakage"—unnecessary costs or risks—within the current wealth structure that often go unnoticed by traditional managers.
11. Multi-Family Office Structures
A consolidated governance model that provides the scale and sophistication of a private institution to a select group of high-net-worth families.
12. Conflict of Interest Mitigation
Our revenue model is designed to align with capital performance, removing the common biases found in commission-based brokerage environments.
13. Asset Class Agnosticism
We evaluate alignment across all categories—including operating businesses, real estate, and private equity—without a bias toward public markets.
14. Succession & Governance Posture
A critical component of the audit involves assessing the "readiness" of the capital structure for generational transfer or liquidity events.
15. Engagement Timeline & Commitment
The assessment requires a 10-minute high-level input. The subsequent evaluation is delivered within a defined professional window based on the complexity of the assets.
The Structured Wealth Assessment
The Entry Point for All Engagements.
Traditional finance focuses on performance. We focus on posture. This assessment evaluates your liquidity, leverage, and succession readiness.
5 mins of Input.
Institutional Grade Privacy.
Quantifiable Results.
Selective Engagement. Discretion Guaranteed.
Legal Disclosure
Canady Investment is a Multi-Family Office infrastructure provider. We are not a licensed investment advisor, broker-dealer, or tax professional. All advisory services are provided by third-party licensed practitioners.
Data integration is facilitated via Plaid; Canady Investment does not store banking credentials. All connections are end-user to end-user to ensure absolute privacy.