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Manage your family's wealth in one secure and intuitive platform. MYFO brings together your portfolio, documents, and reports so you can focus on strategy, not administration.
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Support families with ease. MYFO keeps assets, documents, and reporting in one place while maintaining privacy, security, and organization."
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Institutions by MYFO brings aggregation, document ingestion, cash flow forecasting and portfolio data across 41 asset classes into one software solution.
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RBC and Campden Wealth’s 2026 North America Family Office Report: Key Takeaways
Family offices are adopting new technology quickly, but many of their core processes have not caught up.
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Markets & Investing
All Resources
June 15, 2026
Are We in an AI Bubble? Aman Verjee on What 400 Years of Market History Reveals
From the dot-com crash to the SpaceX IPO, what every bubble has in common, and how to position before the next one bursts.
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Family Office Technology
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June 14, 2026
Open vs. Closed Architecture Family Office Software
Open-architecture software connects to other systems; closed architecture keeps more inside one vendor. For most family offices, open wins — here's why.
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Family Office Technology
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June 11, 2026
How MyFO Helps New and Existing Family Offices Navigate the AI IPO Wave
SpaceX, Anthropic & OpenAI IPOs will create hundreds of new family offices. Learn how MyFO helps model tax liability, diversify, and forecast long-term wealth.
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Family Office Technology
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June 10, 2026
Data Aggregation vs. Reconciliation vs. Consolidation for Family Offices
Aggregation collects data. Reconciliation verifies it. Consolidation turns it into one accurate financial picture. Family offices need all three.
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Family Office Strategy
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June 10, 2026
Portfolio Reporting vs. Wealth Reporting: What’s the Difference?
Portfolio reporting shows how investments perform. Wealth reporting shows the family's complete financial picture — assets, liabilities, and structure included.
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Markets & Investing
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June 10, 2026
The Trillion-Dollar Wave: How the SpaceX, Anthropic & OpenAI IPOs Will Reshape the World of Family Offices
SpaceX, Anthropic, and OpenAI are preparing the largest private-to-public wealth transfer in history. Here's what family offices need to know about the liquidity events, tax implications, and the 375–850 new family offices these IPOs are expected to create.
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Family Office Strategy
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June 9, 2026
DPI, TVPI, RVPI & MOIC Explained
DPI, TVPI, RVPI, MOIC - four private-equity acronyms explained in plain English, with the formulas and a real example.
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Family Office Technology
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June 9, 2026
MYFO vs. Eton Solutions: Which Family Office Platform Is Right for You?
MYFO is a family-office operating system that doesn't require a general ledger. Eton Solutions centers everything on GL accounting. Here's how they compare.
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Family Office Technology
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June 9, 2026
Multi-Currency Reporting for Global Family Offices
Multi-currency reporting keeps each asset in its native currency while still rolling up to one consolidated reporting currency — without hiding FX exposure.
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Family Office Strategy
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June 8, 2026
Portfolio Aggregation for RIAs: The Complete Guide
RIA clients hold assets across custodians, banks, fund administrators, private-market managers, and spreadsheets, so investment data aggregation for RIAs has to go beyond connecting brokerage accounts to represent the client's complete wealth.
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Family Office Strategy
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June 8, 2026
Single Family Office vs. Multi-Family Office: Which Is Right for You?
SFOs give you full control and dedication to one family. MFOs share staff, systems, and cost across many. Here's how to pick — or blend both with a hybrid model.
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Family Office Technology
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June 8, 2026
Family Office Reporting Software for SFOs and MFOs
A single-family office and a multi-family office need the same primitives, entities, ownership, assets, documents, stakeholders, just arranged differently. Here's how MyFO scales by complexity rather than by product tier.
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