Family offices manage significant wealth with small teams and light IT infrastructure, which makes them attractive targets. Here are 4 practical security measures your team can implement today.

The Challenge of Intergenerational Wealth Transfer An estimated $68 trillion in wealth is set to transition...

A closer look at the “three generations” narrative and why the next generation of family office leaders may be reshaping the future of multigenerational wealth.

MyFO connects wealth reporting to entities, forecasting, and workflows. Asset Vantage centers everything on accounting. Here's how the two compare.

A client report is only as good as the data behind it, so RIA client reporting software needs to consolidate public and private investments rather than reporting on securities alone.

Multi-entity reporting tracks wealth through trusts, LLCs, and holding companies — so ownership layers don't overstate what the family actually owns.

Most tools reconcile public accounts well, some add LP fund positions, and very few handle real estate, loans, and direct company holdings. Here's how MyFO reconciles the whole balance sheet.

In an era where technology is reshaping industries at an unprecedented pace, family offices are recognizing the need to embrace digital transformat...

The Ocorian 2026 Global Family Office Report reveals a succession planning crisis, and what it means for the infrastructure holding family wealth together across generations.

MyFO is our top Eton Solutions alternative for family offices that want broad functionality without an accounting-centric enterprise architecture.

MyFO is our top Addepar alternative for family offices that need more than portfolio analytics — see how it, Masttro, Eton Solutions, Asset Vantage, and FundCount compare.

Most reporting tools track public equities, cash, and maybe one or two alternatives. Family offices are far more complex. See how MyFO tracks every asset class in one place.