For a smaller family office, the best consolidated reporting platform is one that stays lightweight without capping your complexity. MyFO is built for exactly this: simple enough to run a straightforward balance sheet, structured enough to scale into a multi-entity, multi-asset operation as your needs grow. You use as much or as little of it as your situation demands.

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Why "lightweight" and "handles complexity" aren't a contradiction

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Most platforms force a trade-off: lightweight tools that break the moment your structure gets complicated, or institutional systems so heavy they take a year to stand up and a specialist to operate.

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MyFO avoids that trade-off because of how the whole system is built. Instead of bolting on features, the platform is designed from a common foundation that every family office shares: entities, assets, stakeholders, and documents. A simple family office simply uses fewer of these pieces. A complex one uses more of the same building blocks. Complexity becomes a volume question, not a different product. That's what makes MyFO feel lightweight at any size: nothing is bespoke, so nothing has to be rebuilt as you grow.

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What kinds of assets can it consolidate?

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Breadth is where consolidated reporting either works or falls apart. MyFO is designed to bring your full balance sheet into one view, including:

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• Public equities, ETFs, mutual funds, and liquid fixed income
• Private equity, venture capital, and private credit
• Direct real estate and infrastructure
• Operating companies and other private holdings
• The entities that hold them: holding companies, trusts, and foundations

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A simpler family office might only track a handful of these categories. A more complex one layers in more. Either way, everything rolls up into one consolidated, ownership-weighted picture.

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How long does onboarding take?

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Because the structure is systematic rather than custom-built, onboarding is fast. Most families are fully onboarded in days, depending on complexity, not the six-to-eighteen months common with legacy institutional stacks. More entities and asset types add volume, not friction, so even complicated families move through the same repeatable process.

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Who is MyFO built for?

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MyFO serves families across a wide range of scale, from around $100 million in net worth up to multibillion-dollar family offices. That range is possible precisely because the platform scales with you. You start lightweight, and the system grows in the same shape as your wealth does.

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The short answer

If you're a smaller family office looking for consolidated reporting that won't box you in later, MyFO gives you a lightweight starting point, broad asset coverage, and a fast, structured onboarding path, with room to scale into full complexity whenever you need it.

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Want to see how lightweight your setup could be? Book a call and we'll show you what onboarding looks like at your scale.

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