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Manage your family’s wealth in one secure and intuitive platform. MyFO brings together your portfolio, documents, and reports so you can focus on strategy, not administration.
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Support families with ease. MyFO keeps assets, documents, and reporting in one place while maintaining privacy, security, and organization.”
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Most Reporting Tools Weren't Built for a Family Office | MyFO
Most reporting tools track public equities, cash, and maybe one or two alternatives. Family offices are far more complex. See how MyFO tracks every asset class in one place.
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To simplify and organize financial lives by creating a comprehensive family office platform that consolidates data,.
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Technology
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July 1, 2024
Top Trends for Family Offices in 2023: Climate Change Solutions and Digital Transformation
Family offices, long-standing pillars of generational wealth management, are at an inflection point in our rapidly evolving financial landscape. Ta...
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Insights
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July 7, 2024
Prenups, Postnups, and Cohabitation Agreements
When most people see this title, they likely hear horror music playing in the background and want to run for the hills. However, such a reaction mi...
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Technology
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June 15, 2024
Gen Z, Millennials and the Great Transfer of Wealth
By 2030, Millennials and Gen Z are anticipated to inherit over $68 trillion from their parents, making them the...
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Insights
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May 19, 2024
Navigating New Capital Gains Taxes: Strategies for Family Offices and Economic Implications in Canada
The Canadian government’s proposal to increase the capital gains tax inclusion rate has sparked significant debat...
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June 10, 2024
MyFO Wins Prestigious 2024 Q2 Product Award - Fintech
MyFO Wins Prestigious 2024 Q2 Product Award MyFO has reached a significant milestone by winning the 2024 Q2...
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October 18, 2024
MyFO Raises $3.5M in Seed Funding to Revolutionize Family Office Management
Last week, MyFO announced the close of an oversubscribed $3.5M USD ($4.8M CAD) Seed funding round, led by Rhino ...
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