The First Full Family Office Operating System

“I’ve been using it quite a bit, and I’m probably literally using about 3% of its functionality. And it’s been fantastic. It’s become this repository of the entire ecosystem — I put in investments I forgot about, capital calls I forgot about. It’s a real value add for the client and for us as a business.”

“The fact that the data is available is gold already. Having access to it is night and day different from where we are now. The document drop and automation features are mind blowing to me because everything is current. It allows wealth advisors to sit down with clients and have meaningful conversations instead of catching up.”

“We needed a way to stop late-night emails and urgent requests going to five different people. Having clear visibility in one system has meant fewer emergencies and more confidence in our information.”

“We started with an Excel spreadsheet… tracking venture capital investments, diarizing in Outlook and following up across different places. With so many investments, we couldn’t keep track or maintain accuracy. MyFO is bringing us into this century by giving us one system instead of multiple scattered sources."