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.
The Future of Family Office Management: What to Expect in 2030
Family offices are evolving rapidly. As we look toward 2030, the way families manage wealth will be shaped by new generations, technologies, and investment opportunities.
Key Drivers of Change
- Generational Wealth Transfer: $80 trillion passing to millennials and Gen Z.
- Globalization: More cross-border assets and structures.
- Technology: Full reliance on automation and AI.
The Next Generation’s Priorities
- Impact investing and sustainability.
- Digital-first reporting and access.
- Transparency in governance.
Future Investment Frontiers
- Space, biotech, renewable energy, sports media.
Conclusion
By 2030, family office management will be tech-driven, global, and values-led. Offices that adopt digital tools and prepare heirs will thrive in the new era.
How Hopewell Capital gained a consolidated view of all assets with MyFO
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.



