Hopewell Capital Corporation (“HCC”), established in the mid-1990s, is approaching its 30th anniversary. From its inception, the entire Hopewell group has embraced a philosophy it calls “happy money.” It’s a belief that drives them to create mutually beneficial, long-term partnerships where all parties thrive. As HCC’s assets under management expanded across multiple asset classes, it became increasingly difficult to track them all using manual methods. This case study delves into how MyFO helped them gain a consolidated view of all assets to support better capital allocation and preservation decisions.

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Hopewell Capital Corporation (“HCC”), established in the mid-1990s, is approaching its 30th anniversary. From its inception, the entire Hopewell group has embraced a philosophy it calls “happy money.” It’s a belief that drives them to create mutually beneficial, long-term partnerships where all parties thrive. As HCC’s assets under management expanded across multiple asset classes, it became increasingly difficult to track them all using manual methods. This case study delves into how MyFO helped them gain a consolidated view of all assets to support better capital allocation and preservation decisions.

MyFO, a leading wealth management industry participant servicing the North American family office and family wealth industry, has been selected as ...