One operating system for the entire family office

A family’s legal structure is the foundation everything else is built on — trusts, holding companies, partnerships, and the ownership stakes that connect them. MyFO models the full entity tree, weights every position by actual ownership, and rolls it up into consolidated net worth automatically so the structure is always a live reflection of how the wealth is held.

• Multi-layer, multi-parent entity structures with ownership roll-up to consolidated net worth
• Switch between ownership-weighted and structural views (100% of entity) for reporting

Aggregate every asset class — public accounts, brokerage, and private alternatives — into one connected model, with automated custodial feeds and AI ingestion of statements, K-1s, and capital calls to eliminate manual tracking.

• MyFO connects with hundreds of global custodians, banks, and administrators to provide automated daily custodial data feeds
• AI-powered statement ingestion — upload CSV, Excel, or PDF statements from any custodian and the system parses position and transaction information, including complex unstructured documents like capital calls, statements, and K-1s
• Open-banking connections via Plaid, MX, Wealthica, Finicity, Quiltt, Salt Edge
• Market price tracking for public securities, updated daily
• Position and transaction history maintained with point-in-time accuracy
• Performance tracking across every structure — monitor TVPI, DPI, IRR, and committed versus called capital for any LP fund, co-investment, or private-credit position

Hold any operating company under its owning entity — ownership-weighted, rolled up into consolidated net worth, and connected to live accounting data. Document folders and recurring tasks provision automatically so the obligations that come with owning a business don’t fall through the cracks.

• Connect directly to the operating company’s accounting system — QuickBooks, Xero, NetSuite, Sage Intacct, and 20+ others — to pull live balance sheet, income statement, and cash flow statements into MyFO without manual re-entry
• Estimate fair market value using revenue or EBITDA multiples applied against industry comparables

Securely store, organize, and manage all important documents by entity with role-based access controls. Upload financial statements, legal documents, and investment records with automated categorization and search capabilities.

• Entity- and asset-linked folder templates auto-provisioned on creation — no manual setup
• Documents live in context — every file uploaded to an entity folder surfaces directly in that entity’s Documents tab, so nothing gets lost in a generic shared drive
• Cross-entity search and retrieval — structured metadata from day one means any document across any entity is instantly searchable
• AI summarisation ready — the metadata structure that organises the vault is the same structure that enables AI to read, surface, and summarise documents across the portfolio

Every family enterprise involves a complex web of people — family members, owners, managers, and advisors — each playing different roles across different entities. MyFO formalizes that structure around the three circles of family, ownership, and management, with governance documents, estate plans, and corporate records stored and shared in the same place.

• Single ownership record across all stakeholders — an owner’s percentage holdings across every asset and entity are entered once and immediately reflected for everyone who needs to see them, eliminating the manual duplication that causes errors in legacy systems
• Every role, one system — owners, family members, managers, and external advisors all operate within the same platform, each with a permissioned experience scoped to their function
• Governance documents stored and shared in one place — estate plans, trust deeds, and corporate records live alongside the stakeholders and entities they govern, shareable with the right people without email threads or separate filing systems
• Supports the full spectrum of family enterprise complexity — from a single owner managing their own assets and practice, to multiple family members sharing overlapping roles across ownership, management, and decision-making

Most families have no forward view of when capital goes out and when it comes back across their full asset mix — LP positions, real estate, public accounts, and personal spending all tracked separately. MyFO builds a single forward timeline that covers every asset class, with no separate tool and no manual rebuild per scenario.

• Set assumptions once, cover every fund — presets calibrated per asset class apply automatically across every position in that class; adjust any individual fund where you have more specific information without rebuilding from scratch
• Real estate modelled on your actual numbers — each property projects from its own revenue, expenses, and cap rate so the forecast reflects what you own, not a market index
• Liquidity gaps surfaced before they happen — capital calls, distributions, property income, and personal spend combine into one view that surfaces overlaps automatically

Every significant financial decision — selling an asset, buying into a new position, restructuring an entity — carries consequences that ripple across the whole picture. Most platforms let you model in isolation, or not at all. MyFO layers scenario modelling directly onto your live net-worth baseline so you can see the full impact before anything moves.

• Asset-sale modelling with tax implications — uses stored cost basis and tax rate to calculate estimated capital gain, tax payable, and net proceeds automatically
• Linked buy-sell scenarios — a simulated asset purchase can be funded directly by the sale of another asset, a cash injection, or debt financing, making it possible to model full restructuring events — not just isolated transactions

Connect Claude to your MyFO data and interact with your entire financial picture in plain language. Query your portfolio, surface concentrations, and get to the answers you need, all from the same structured data you already trust.

• Query your entire financial picture in plain language — ask about concentrations, upcoming cash needs, entity exposure, or document history and get answers grounded in your actual structured data
• Use any AI tool you choose — MyFO’s open MCP integration connects your structured data to Claude or any compatible AI

Code investment transactions in the context of the entity model and extract them as synthesized journal-entry data to simplify your monthly close — one workflow, any GL, no re-keying.

• Synthesized journal-entry data extracted per entity, ready to import into any supported GL — no manual re-keying or CSV manipulation
• Eliminates manual transaction entry — MyFO becomes the single source of truth for investment-transaction data