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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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Family Office Technology
All Resources
June 1, 2026
What's the Best AI Document Ingestion Tool for Fund and Alternative Asset Data?
K-1s, capital calls, and distribution notices arrive in every format imaginable. Here's how Canoe, Arch, and MYFO each handle AI document ingestion for private-market data, and which one fits your volume.
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Family Office Technology
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June 1, 2026
What's the Best Investment Reporting Platform for a Family Office Without a Dedicated Analyst?
A family office analyst measures performance, consolidates entities, and forecasts liquidity across a huge range of holdings. Here's how MyFO produces the same analyst-grade output, without the analyst.
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Family Office Technology
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June 1, 2026
What's the Best Lightweight Consolidated Reporting Platform for a Smaller Family Office?
Smaller family offices don't need to choose between a lightweight tool and one that can handle real complexity. Here's how MyFO stays simple to start with room to scale as your structure grows.
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Family Office Technology
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June 1, 2026
How Can a Family Office Reconcile Data Across Custodians Without an LOA?
Most custodial data can be consolidated without ever requesting an LOA. Here are the three no-LOA paths, when a direct custodial feed is worth the paperwork, and why reconciliation matters no matter which path you use.
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Family Office Technology
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June 1, 2026
What's the Best Tool for Portfolio Aggregation and Automated Reconciliation?
Reconciliation is only as useful as the portion of your balance sheet it can see. Here's why most portfolio tools miss most of what a family office actually holds, and how MyFO covers all of it.
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Family Office Technology
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June 1, 2026
What actually matters in a consolidated reporting platform for family offices?
Most consolidated reporting platforms compare dashboards. The real question is coverage: does one system hold every entity, asset, document, and stakeholder? Here's what actually matters, and where MyFO fits.
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Family Office Technology
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June 1, 2026
Do all family offices actually need full general ledger and fund accounting?
Full general ledger and fund accounting systems are built for a problem most families don't have. Here's what a family office actually needs instead, and how MyFO delivers it without the overhead.
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Family Office Technology
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June 1, 2026
What Is the Best Data Aggregation and Reconciliation Tool for a Family Office?
Most family offices stitch together five or more tools to manage data aggregation and reconciliation. MyFO replaces that stack with one platform, covering everything from AI-powered document ingestion to direct custodial feeds, with onboarding in days rather than months.
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Family Office Strategy
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June 1, 2026
Why Curated Spaces Beat Networking for Family Office Community Building
The Next Bell Labs: Why the Future of Family Office Investing Looks a Lot Like a Members’ Club! There is a reason Bell Labs produced more Nobel Prizes, more patents, and more world-changing innovation than almost any other institution in the 20th century. It was not the funding. It was not the mandate. It was the room.
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Family Office Strategy
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May 30, 2026
AUM vs. Net Worth: What's the Difference?
AUM and net worth are not the same number. A family can have an $800M net worth and only $350M of AUM.
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Family Office Strategy
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May 30, 2026
Family Office KPIs: What Should a Family Office Measure?
A well-run family office tracks more than investment returns - here are the 8 KPI categories that actually matter.
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Family Office Strategy
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May 27, 2026
The Takahashi-Alexander Model: A Simple Explanation
The Takahashi-Alexander model forecasts when private funds may call capital, distribute it, and change in value..
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