Top Trends in Family Office Technology

January 19, 2025

MyFO

Technology is transforming how family offices operate. With rising complexity, the adoption of family office software and digital tools is no longer optional — it’s a requirement.

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Key Technology Trends

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AI and Automation
- Predictive analytics for investments.
- Automated compliance monitoring.

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ESG and Impact Tracking
- Tools to measure portfolio alignment with environmental and social goals.
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Cybersecurity
- Advanced encryption and multi-factor authentication to protect sensitive data.

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Scenario Modeling and Forecasting
- Simulating investment strategies under different market conditions.

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Why Technology Matters

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Deloitte’s research highlights that offices using modern platforms spend less on administration and more on strategy. For next-gen wealth holders, digital transparency is critical.

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Conclusion

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The future of family offices is digital. Those who embrace new technology will reduce costs, improve governance, and meet the expectations of future generations.

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Spotlights

November 20, 2025

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.