The wealthiest families in the country do not manage money one account at a time. They run a family office — a single team that coordinates everything. Canyon Strategic Wealth brings that model to families and business owners with $1 million or more in investable assets.
Assets under management shown as of May 2026. Canyon Strategic Wealth, LLC is a registered investment adviser; CRD #325175. Registration does not imply a certain level of skill or training.
A traditional family office is a private team — investment, tax, legal, and administrative professionals — dedicated to a single wealthy family. It is how families with hundreds of millions of dollars keep their financial lives coordinated. It is also expensive to run, which has always put it out of reach for everyone else.
A virtual family office delivers the same idea in a different structure. Instead of hiring a full team in-house, you work with one coordinating firm that holds your entire financial picture and brings the right specialists — your CPA, your estate attorney, insurance specialists — to the same table. You get family-office coordination without the family-office overhead.
That is what Canyon Strategic Wealth is. We are an independent, fiduciary registered investment adviser, founded in 2017 and based in Bountiful, Utah, serving more than 100 families across the state. Our advisor, Jake Cazier, is a CERTIFIED FINANCIAL PLANNER™ professional.
The assumption built into the wealth industry is that family-office-style coordination is a privilege of the ultra-wealthy, and everyone else gets a product: an investment account here, an insurance policy there, a tax return in April, all managed by people who never speak to each other.
But coordination is not a function of net worth. It is a function of complexity. A family with $2 million in investable assets, a business, equity compensation, rental property, and a blended family has every bit as much to coordinate as a far wealthier household — and far less margin for the cost of getting it wrong.
Utah's existing family offices are built for the ultra-wealthy, typically with minimums in the tens of millions. The virtual family office model exists precisely for the family that has real complexity and real assets but is not — and may never be — a $30 million household. That family deserves a quarterback too.
A virtual family office is defined by breadth. Rather than managing one slice of your finances, Canyon coordinates the whole.
Goal-aligned, tax-aware portfolios held at Charles Schwab, an independent custodian, and monitored continuously against your plan.
Year-round coordination with your CPA — conversions, gain and loss timing, charitable strategy — so tax planning happens before the return.
We work with your estate attorney to keep documents, titling, and beneficiaries aligned with your wishes as life changes.
An independent review of life, disability, liability, and long-term-care coverage — finding the gaps before they find you.
For owners, the company is the central asset. We coordinate entity structure, retirement plans, and the planning around a future sale or transition.
We coordinate directly with your CPA, attorney, and other specialists, so you are not the one relaying messages between professionals who never meet.
It helps to see the virtual family office beside the two models most families already know.
Typically manages your investments and may offer some planning. Competent at that slice — but rarely accountable for tax, estate, insurance, or business decisions, and rarely coordinating the professionals who are.
Full coordination across every domain — but built for the ultra-wealthy, often with minimums in the tens of millions of dollars. Comprehensive, and out of reach for most successful families.
Family-office-style coordination across investments, tax, estate, insurance, and business — delivered by one fiduciary firm that convenes the specialists rather than employing them. The coordination of a family office, scaled to the household with $1 million to $10 million in assets.
The virtual family office is built for a specific kind of household — one with enough going on that coordination genuinely changes the outcome:
The value of a virtual family office is not any single recommendation. It is that someone — finally — is responsible for how all of it fits together, and is obligated as a fiduciary to do so in your interest.
If that is the gap in your financial life, a discovery call is the place to start. It is complimentary, and there is no obligation.
A virtual family office is a single firm that coordinates every part of a household’s financial life — investments, tax, estate, insurance, and business planning — and brings in the right specialists as needed. It delivers the coordination of a traditional family office without the cost of building one in-house.
A typical advisor focuses on managing investments. A virtual family office is accountable for the whole picture: it coordinates your CPA, your estate attorney, and your insurance alongside the investment strategy, so the parts of your financial life are managed as one plan rather than in isolation.
No. That is the point of the model. Traditional family offices serve the ultra-wealthy, often with minimums in the tens of millions. Canyon’s virtual family office is built for families and business owners with roughly $1 million or more in investable assets.
No. We coordinate with them. If you have professionals you trust, we bring them into the plan; if you have gaps, we can help you fill them. Canyon does not prepare tax returns or draft legal documents — we make sure the people who do are working from the same strategy.
Canyon is a fee-based fiduciary firm. Most of our compensation comes from straightforward advisory fees for managing assets and providing planning. As a fee-based firm, we may also receive a commission on certain insurance or annuity products when a client chooses to implement one; whenever that is the case, we disclose the arrangement and the conflict of interest it creates.
Canyon Strategic Wealth is based at 450 S 400 E in Bountiful, Utah, and serves families across the state. Because the model is virtual by design, you can work with us from anywhere in Utah.
Schedule a complimentary, no-obligation discovery call. We'll talk through your situation and show you what coordinated looks like.
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