To simplify and organize financial lives by creating a comprehensive family office platform that consolidates data.
MYFO's Money20/20 USA panel on why customer experience is the moat when serving family offices.
Read: MYFO at Money20/20 USA: Serving Family Offices Through Better Client Experiences →Dolly Parton’s estate shows why succession planning takes more than a will.
Read: Protecting a Legacy: What Families Can Learn From Dolly Parton →Six topics from UBS’s Q3 2026 Family Office Quarterly, and what they mean for family offices.
Read: UBS Family Office Quarterly Q3 2026: Key Takeaways →A growing number of India's wealthy business heirs, like Alok Sanghi and Puneet Manchanda, are selling stakes in the businesses that built their family's wealth to build diversified family offices instead.
Read: Why India’s Family Businesses Are Shifting to Family Offices →The best RIA reporting software shows the whole client structure, not just the returns.
Read: Best RIA Reporting Platforms Compared for 2026 →Almost every platform calls itself family office software, but they fall into four distinct levels, from basic wealth tracking to a full family office operating system.
Read: The Four Levels of Family Office Software: From Wealth Aggregation to an Operating System →Most family offices are built around one person who holds all the context, so building a succession plan means getting that knowledge, governance, and access out of one person's head and into the office itself.
Read: How to Create a Family Office Succession Plan That Doesn’t Depend on One Person →Institutional investment teams working from dozens of disconnected sources need a centralized, standardized, and reconciled dataset to give everyone a consistent view of the portfolio.
Read: How to Build a Single Source of Truth for Institutional Investment Data →Family offices are adopting new technology quickly, but many of their core processes have not caught up.
Read: RBC and Campden Wealth’s 2026 North America Family Office Report: Key Takeaways →A breakdown of what multi-asset portfolio management actually requires, from data aggregation to portfolio intelligence, and why most investment teams still can't see their multi-asset portfolio in one view.
Read: Multi-Asset Portfolio Management: The Complete Guide →Institutional investment operations still rely heavily on spreadsheets and manual processes, and the shift ahead is toward a unified, AI-powered investment data layer.
Read: The Future of Institutional Investment Operations: From Spreadsheets to AI →A feature list won’t tell you whether UHNW reporting software can model a family’s structure.
Read: 7 Things to Know Before Choosing UHNW Reporting Software →Citi's 2026 Global Family Office Report shows family offices investing with institutional sophistication, but the reporting and data infrastructure behind that sophistication is falling behind.
Read: Citi Private Bank's 2026 Global Family Office Report: Key Takeaways →Private companies make up 15% of the average family office portfolio, often the business that built the family's wealth, yet most reporting systems reduce that stake to a single number typed in once a year.
Read: Private Companies Are 15% of Family Office Portfolios. Why Can't Anyone See Them? →MYFO is listed in the All-In-One Platforms category of the Modus Family Office Technology Map.
Read: MYFO Included in the Modus Family Office Technology Map →Wealth reporting has traditionally answered what a client owns, but private banks and wealth managers now need to answer a more valuable question: what does the client need next.
Read: Beyond Wealth Reporting: How Banks Can Use Client Wealth Data to Identify What Clients Need Next →A look at what investment data aggregation means for institutional investors, why fragmented data is the real problem, and why aggregating alternatives alone isn't enough.
Read: Investment Data Aggregation for Institutional Investors →A portfolio report tells an advisor what happened, while scenario modeling helps them understand what could happen next if a client makes a different financial decision.
Read: The Family Wealth Dashboard: How Banks and RIAs Can Manage Multigenerational Clients →Bloomberg's reporting on tech's "sudden wealth syndrome" shows why the AI boom is creating more newly wealthy people than the family office industry is prepared to support.
Read: Sudden Wealth Syndrome: How the AI Boom Is Changing Family Office Needs →Real estate family offices juggle debt, insurance, and cash flow across entities, lenders, and LP positions. Here's how one family tracks it all in MYFO, staying ahead instead of chasing deadlines.
Read: Inside a Real Estate Family Office: How One Family Tracks Debt, Insurance, and Cash Flow on MYFO →UNC's endowment returned 37.8% this year on the strength of a 15-year-old SpaceX investment, a case study in why endowments need both broader allocations and the infrastructure to manage them.
Read: What Endowment Funds Can Learn From UNC’s SpaceX Investment →High-net-worth clients expect their bank, lending, investment, and estate-planning teams to work from one connected view of their finances rather than requiring the client to repeat their situation to each team separately.
Read: The One-Bank Experience: How Banks Can Give HNW Clients a Single View of Their Wealth →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.
Read: Client Reporting Software for RIAs →A national bank was evaluating Addepar and other aggregators. What it actually needed was a full operating system that private bankers, underwriters, and estate planners could all work from. Here's what changed once they made the switch.
Read: Why Banks and RIAs Need More Than a Reporting and Aggregation Platform →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.
Read: Portfolio Aggregation for RIAs: The Complete Guide →J.P. Morgan's 2026 Global Family Office Report surveyed 333 single family offices across 30 countries and found that ambition around portfolios, succession, and AI is outpacing the infrastructure built to support it.
Read: J.P. Morgan's 2026 Global Family Office Report: The Infrastructure Gap Behind a Record Year for Family Offices →RIA clients increasingly hold a mix of public securities, private funds, direct investments, real estate, and other assets, so modern portfolio reporting software has to consolidate the entire portfolio rather than just what sits at a custodian.
Read: RIA Portfolio Reporting Software: The Complete Guide →A client can have substantial net worth and still face a liquidity problem, so banks and RIAs need cash flow forecasting that brings together every source and use of cash to see funding gaps before they arrive.
Read: Cash Flow Forecasting for Banks and RIAs: How to See Liquidity Needs Before They Become Problems →Consolidating a complex client portfolio is fundamentally a data problem, and RIAs need a clear process to turn wealth scattered across custodians, funds, and private assets into one coherent view.
Read: How RIAs Manage Alternative Investments and Private Assets →High-net-worth clients now hold private equity, venture capital, real estate, operating companies, and other assets alongside traditional portfolios, so RIA wealth management software has to manage the entire client relationship rather than just securities.
Read: Wealth Management Software for RIAs: The Complete Guide →Family offices are using AI to eliminate the manual document work that keeps their balance sheet perpetually out of date. Here's how MYFO does it across every asset class, not just fund positions.
Read: How Family Offices Use AI to Solve Their Data Problems →A look at what it actually takes for institutional investors to see their entire portfolio, public and private, in one place.
Read: How Institutional Investors Can Get a Single View of Their Portfolio →Pensions, endowments, and foundations manage complex, multi-manager portfolios that need a single reliable source of investment data to support sound decision-making.
Read: Investment Data Management for Pensions, Endowments and Foundations →The Angels just sold for a reported $3.9B MLB record, but for family offices, ownership percentage and entity structure matter more than the headline price.
Read: What the Angels' Record $3.9B Sale Means for Family Office Ownership →A breakdown of what institutional investment data aggregation actually requires, and why aggregating alternatives alone still leaves most of an institutional portfolio unaccounted for.
Read: Institutional Investment Data Aggregation: The Complete Guide →High-net-worth wealth management has traditionally centered on investments, but a complete financial picture also has to bring together real estate, insurance, debt, documents, and future cash flows.
Read: Beyond Investments: How Banks and RIAs Can Manage the Complete Financial Picture of HNW Clients →Family offices are adopting AI quickly, but the real question isn't whether to use it, it's which work actually needs AI rather than purpose-built software.
Read: The Hidden Cost of AI: Why Efficient Architecture Matters →$100M, $250M, $500M - the "minimum" numbers you've heard are guidelines, not rules; complexity matters more than net worth.
Read: How Much Money Do You Need to Start a Family Office? →Institutions by MYFO, bringing live portfolio aggregation, cash flow forecasting, and risk analysis to institutional investment teams.
Read: Institutions by MYFO →Kevin Durant's family office put $250,000 into Hugging Face years ago, at the reported $12.9B Nvidia deal, that stake is projected to return roughly 240x.
Read: Kevin Durant's Family Office and the $250,000 Bet That Could Return 240x →Tax preparation gets easier when a family’s information is organized all year, not just at filing time.
Read: How Family Offices Can Simplify Tax Preparation with Better Data Management →Josh Kushner's fortune tripled to $16.7B this year, but the real lesson for family offices isn't the number, it's how he built it.
Read: What Josh Kushner's $16.7B Net Worth Teaches Family Offices About Building Wealth →Family offices are buying into sports franchises at record valuations. A live dispute over the Lakers sale shows why minority stakes, and the documents governing them, matter more than the price tag.
Read: Why Family Offices Invest in Sports Teams, and What Happens When They Sell →There's no standard family-office org chart - the right structure follows your complexity, not your AUM.
Read: Family Office Structure: Roles, Team & Responsibilities →Venture capital backs younger, high-growth companies. Private equity backs mature businesses, often with controlling ownership.
Read: Private Equity vs. Venture Capital: What's the Difference? →Enterprise value measures the operating business as a whole. Equity value is what's actually attributable to shareholders.
Read: Enterprise Value vs. Equity Value: What's the Difference? →IRR accounts for when your money moved; Time-Weighted Return strips that timing out, here's when to use each.
Read: IRR vs. Time-Weighted Return: What's the Difference? →Institutional investment portfolios run on a fragmented stack of custodians, managers, administrators, and internal systems that need a unified data layer to work together.
Read: The Institutional Investment Data Stack: A Complete Guide →MYFO connects wealth reporting to entities, forecasting, and workflows. Asset Vantage centers everything on accounting. Here's how the two compare.
Read: MYFO vs. Asset Vantage: Which Family Office Software Is Right for You? →DPI, TVPI, RVPI, MOIC - four private-equity acronyms explained in plain English, with the formulas and a real example.
Read: DPI, TVPI, RVPI & MOIC Explained →EBITDA, EBITDA multiples, and enterprise value explained in plain English, with a real example.
Read: EBITDA & EBITDA Multiples Explained →A six-step framework for taking institutional investment data from scattered custodians, managers, and PDFs to one consolidated, decision-ready portfolio view.
Read: How to Consolidate Institutional Investment Data Across Asset Classes →Eight metrics actually determine whether an investment reporting platform can be trusted with your data.
Read: 8 Reporting Metrics for Evaluating Investment Platforms →Multi-currency reporting keeps each asset in its native currency while still rolling up to one consolidated reporting currency — without hiding FX exposure.
Read: Multi-Currency Reporting for Global Family Offices →The Takahashi-Alexander model forecasts when private funds may call capital, distribute it, and change in value..
Read: The Takahashi-Alexander Model: A Simple Explanation →A guide to what institutional portfolio management software should actually do, and the questions worth asking before you trust one with a portfolio that spans public and private markets.
Read: Institutional Portfolio Management Software: The Complete Guide →MOIC and TVPI both measure investment value as a multiple of capital, but they don't always use the same denominator.
Read: MOIC vs. TVPI: What's the Difference? →Family office software ranges from a simple balance sheet tracker to a full operating system, and knowing the difference matters.
Read: The Complete Guide to Family Office Software →Choosing family office reporting software comes down to seven criteria, checked in the right order.
Read: How to Choose Family Office Reporting Software in 2026 →NAV, realized gains, unrealized gains - why "wealthier on paper" isn't the same as having cash in hand.
Read: NAV, Realized Gains & Unrealized Gains Explained →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.
Read: Investment Data Aggregation for RIAs →A portfolio report tells an advisor what happened, while scenario modeling helps them understand what could happen next if a client makes a different financial decision.
Read: Scenario Modeling for Wealth Advisors and Private Banks: From Reporting to Financial Planning →AUM and net worth are not the same number. A family can have an $800M net worth and only $350M of AUM.
Read: AUM vs. Net Worth: What's the Difference? →High-touch service is not a support tier, it's who stays accountable after go-live. Here's what to ask a vendor, and how MYFO's model actually works.
Read: What Does High-Touch Service Actually Mean in Family Office Software? →In a point-tool stack, one capital call touches five systems and a spreadsheet nobody else can see. Here's what it looks like when entities, documents, forecasts, and tasks are all the same connected records.
Read: Best Integrated Workflow Platform for Family Offices →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.
Read: Do all family offices actually need full general ledger and fund accounting? →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.
Read: Cybersecurity for Family Offices: How to Secure Passwords, Access, and Your Team →MYFO connects wealth reporting to entities, forecasting, and workflows. Masttro focuses on consolidated wealth visibility. Here's how the two compare.
Read: MYFO vs. Masttro: Which Family Office Platform Is Right for You? →Tech wealth is fueling a record boom in dinosaurs, art, and watches. Here's what the ultra-wealthy are actually buying in 2026, who's driving it, and whether collectibles are a smart investment or an expensive hobby.
Read: Tech Billionaires Are Buying Dinosaurs. Smart Investment or Expensive Hobby? →Eight metrics show whether an investment reporting platform can report accurately on a complex portfolio.
Read: Reporting Metrics for Evaluating Investment Platforms →Aggregation collects data. Reconciliation verifies it. Consolidation turns it into one accurate financial picture. Family offices need all three.
Read: Data Aggregation vs. Reconciliation vs. Consolidation for Family Offices →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.
Read: MYFO vs. Eton Solutions: Which Family Office Platform Is Right for You? →MYFO is our top Eton Solutions alternative for family offices that want broad functionality without an accounting-centric enterprise architecture.
Read: Top Eton Solutions Alternatives for Family Offices in 2026 →MYFO is our top Asset Vantage alternative for family offices that want a broader operating layer without accounting at the center of the platform.
Read: Top Asset Vantage Alternatives for Family Offices in 2026 | MYFO →Private markets don't have the standardized data or daily pricing of public securities. Here's what family offices need to track — and how MYFO handles it.
Read: Private Markets Reporting for Family Offices →Explore scalable platforms with integrated dashboards, modular architecture, and automation designed for family offices of all sizes.
Read: Scalable Workflow Platforms for Enterprise Family Offices: What to Know Before You Buy →A well-run family office tracks more than investment returns - here are the 8 KPI categories that actually matter.
Read: Family Office KPIs: What Should a Family Office Measure? →A breakdown of the best AI document ingestion platforms for alternatives and fund data, built for family offices managing complex, high-volume document workflows.
Read: How Family Offices Are Using AI to Solve Their Document Problem →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.
Read: What's the Best Tool for Portfolio Aggregation and Automated Reconciliation? →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.
Read: What actually matters in a consolidated reporting platform for family offices? →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.
Read: Top Addepar Alternatives for Family Offices in 2026 →UBS, J.P. Morgan and Deloitte reveal the 8 trends redefining family offices in 2026 - from geopolitical risk and AI adoption to succession planning and cybersecurity. See what they mean for your technology stack.
Read: 8 Family Office Trends Reshaping Wealth Management in 2026 →Internal AI builds fail family offices at twice the rate of purpose-built software. Here is why the right foundation matters more than building from scratch.
Read: Build vs. Buy: Why Family Offices Overestimate AI →Real-time portfolio reporting isn't about pretending every asset has a live price — it's about giving family offices the most current, reliable information available for each asset class, public or private.
Read: Real-Time Portfolio Reporting for Family Offices →Open-architecture software connects to other systems; closed architecture keeps more inside one vendor. For most family offices, open wins — here's why.
Read: Open vs. Closed Architecture Family Office Software →A 17-step guide to starting a family office — from defining purpose to picking your tech stack.
Read: How to Start a Family Office: Complete Guide →Family office software usually solves one problem well, like reporting or accounting. An operating system runs the whole operation end to end. Here's the difference, and which one your family actually needs.
Read: Family Office Software vs. a Family Office Operating System: What's the Difference? →FundCount is built for accounting-led, fund-focused reporting. If your office needs a broader operating system, not just books, here are the top alternatives to consider, including where MYFO fits.
Read: Top FundCount Alternatives for Family Offices in 2026 →MYFO has been named a finalist for Company of the Year – Ambition at the 2026 BC Tech Technology Impact Awards.
Read: MYFO Named a Finalist for Company of the Year – Ambition at the 2026 BC Tech Technology Impact Awards →In a private fund, the GP manages the fund and makes investment decisions, while the LP, often a family office, provides most of the capital.
Read: LP vs. GP: What's the Difference? →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.
Read: Single Family Office vs. Multi-Family Office: Which Is Right for You? →MYFO is our top Masttro alternative for family offices that want forecasting, workflows, and entity management on top of consolidated wealth visibility.
Read: Top Masttro Alternatives for Family Offices in 2026 →Eight proven platforms dominate this space, each addressing specific investor needs from family office management to venture fund administration.
Read: 8 Proven Platforms for Tracking and Reporting Private Investments in 2025 →Family office software can cost $10K to well over $100K a year. See MYFO's pricing, common pricing models, and how to calculate five-year total cost.
Read: Family Office Software Pricing: Complete Guide →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.
Read: What is the best data aggregation and reconciliation tool for family offices? →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.
Read: What Is the Best Data Aggregation and Reconciliation Tool for a Family Office? →The best accounting software for a family office depends on scale, not brand. Here's how NetSuite, QuickBooks, Sage, SumIt, and Xero compare, and how MYFO sits on top of whichever GL you run.
Read: Best Accounting Software for Family Offices in 2026 →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.
Read: Family Office Reporting Software for SFOs and MFOs →FundCount is partnership-accounting software. MYFO is the operating system for everything a family owns, and integrates with your partnership accounting, like Juniper Square. Here's how to choose.
Read: MYFO vs. FundCount: Which Family Office Platform Is Right for You? →Accurate net worth depends on software that holds every entity, fund position and trust.
Read: Best Family Office Platforms for PE and Net Worth →Portfolio reporting shows how investments perform. Wealth reporting shows the family's complete financial picture — assets, liabilities, and structure included.
Read: Portfolio Reporting vs. Wealth Reporting: What’s the Difference? →When Peter Seidler died, a succession dispute tore the Seidler family apart and forced the San Diego Padres sale. Here is what happened and what every family office should take from it.
Read: The $3.9B Padres Sale: How a Family Feud Forced the Biggest MLB Deal in History →The BCG and FT Partners Global Fintech Report 2026 is out -- here is what the data says, what it means for wealth management, and why the next five years will look nothing like the last five.
Read: BCG's Global Fintech Report 2026: What the $500 Billion Comeback Means for Wealth Management →MYFO was built to fix the disjointed information Simran Kang saw while advising ultra-high-net-worth families.
Read: Building the First Full Family Office Operating System →Commitment, capital call, paid-in capital, unfunded commitment — five private-market terms explained in plain English.
Read: Commitments, Capital Calls, Paid-In Capital & Unfunded Commitments Explained →From the dot-com crash to the SpaceX IPO, what every bubble has in common, and how to position before the next one bursts.
Read: Are We in an AI Bubble? Aman Verjee on What 400 Years of Market History Reveals →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.
Read: What's the Best AI Document Ingestion Tool for Fund and Alternative Asset Data? →There's no single "best" family office software in 2026. The right platform depends on your complexity, not your net worth. Here's how the 2026 landscape breaks down.
Read: Best Family Office Software in 2026: A Buyer's Guide →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.
Read: The Trillion-Dollar Wave: How the SpaceX, Anthropic & OpenAI IPOs Will Reshape the World of Family Offices →Choosing family office software comes down to your actual operating model, not a feature list. Here's a practical checklist covering entities, data coverage, documents, stakeholders, onboarding, and pricing.
Read: What to Look For When Choosing Family Office Software, 2026 Buyer's Guide →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.
Read: What's the Best Investment Reporting Platform for a Family Office Without a Dedicated Analyst? →Family office software gets used to describe a lot of different tools. Here's a plain-English breakdown of what it actually does, who uses it, and how to tell an aggregator from an operating system.
Read: What Is Family Office Software? A Plain-English Guide for 2026 →TVPI is total value, distributions plus residual NAV, divided by paid-in capital. It does not distinguish realized from manager-estimated value.
Read: TVPI (Total Value to Paid-In): Definition, Formula, and Interpretation →The Challenge of Intergenerational Wealth Transfer An estimated $68 trillion in wealth is set to transition...
Read: Family Offices and the Challenges of Intergenerational Wealth Transfer →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.
Read: The “Three Generations” Myth - And Why the Next Generation of Family Offices Looks Nothing Like the Stereotype →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.
Read: How Can a Family Office Reconcile Data Across Custodians Without an LOA? →Compare the best wealth reporting software for family offices in 2026
Read: Best Wealth Reporting Software for Family Offices in 2026 →Multi-entity reporting tracks wealth through trusts, LLCs, and holding companies — so ownership layers don't overstate what the family actually owns.
Read: Multi-Entity Reporting for Family Offices →Reporting-by-request doesn't scale. Here's why every family office needs a dashboard each family member can log into directly, scoped to exactly what they're allowed to see.
Read: What is a family-facing dashboard, and why does every family office need one? →BILL, Ramp, and AgilLink lead the field, but which one fits depends on your accounting system, entity count, and whether a business manager runs the books. Here's how to choose, and how bill pay fits into a full family office tech stack.
Read: The Best Bill Pay Software for Family Offices →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.
Read: Family Office Succession Planning 2026: Key Findings from the Ocorian Global Report →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.
Read: What's the Best Lightweight Consolidated Reporting Platform for a Smaller Family Office? →A family office is a private organization that manages every aspect of a wealthy family’s financial, investment, and personal affairs. These entities serve ultra-high-net-worth families by providing holistic, personalized solutions that extend beyond traditional wealth management. They coordinate everything from investments and tax planning to philanthropy and succession, acting as full stewards of family wealth.
Read: Family Offices Explained →SpaceX, Anthropic & OpenAI IPOs will create hundreds of new family offices. Learn how MYFO helps model tax liability, diversify, and forecast long-term wealth.
Read: How MYFO Helps New and Existing Family Offices Navigate the AI IPO Wave →Most family offices build their tech stack in the wrong order, starting with a general ledger out of habit rather than need. Here's the sequence that gets you a consolidated view in weeks instead of months.
Read: Which Order Should You Implement Your Tech Stack as a Family Office? →MYFO has been recognized in Wealth Professional’s 5-Star Wealth Tech Providers 2026 as a leading platform for family offices and complex entity structures.
Read: MYFO Named a 2026 5-Star Wealth Tech Provider by Wealth Professional →Hopewell Capital Corporation (“HCC”), established in the mid-1990s, is approaching its 30th anniversary. From its inception, the entire Hopewell group has embraced a philosophy it calls “happy money.” It’s a belief that drives them to create mutually beneficial, long-term partnerships where all parties thrive. As HCC’s assets under management expanded across multiple asset classes, it became increasingly difficult to track them all using manual methods. This case study delves into how MYFO helped them gain a consolidated view of all assets to support better capital allocation and preservation decisions.
Read: How Hopewell Capital gained a consolidated view of all assets with MYFO →For years, Chris Canavan ran his practice on spreadsheets - not because he wanted to, but because nothing else could be trusted to deliver. Here's how MYFO took him from spreadsheets to confidence.
Read: Case Study: How One Advisor Finally Solved the “Family Office Visibility” Problem →The 2026 Global Investment Outlook reveals how AI, private credit, stablecoins, and infrastructure are redefining capital markets. Here is what investors and fintech leaders need to know.
Read: 2026 Global Investment Outlook: How AI Is Reshaping Capital Markets →The global family office market is projected to reach $27.36 billion by 2030. Explore the key growth drivers, regional trends, and technology shifts shaping the industry in 2026.
Read: Family Office Market Size and Growth Trends in 2026 →Discover what the J.P. Morgan 2026 Global Family Office Report reveals about AI adoption, cybersecurity, outsourcing, and succession planning among the world's wealthiest families.
Read: Family Office Trends 2026: Key Findings from J.P. Morgan's Global Report →In an era where technology is reshaping industries at an unprecedented pace, family offices are recognizing the need to embrace digital transformat...
Read: 6 Reasons why you should digitalize your Family Office →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.
Read: Why Curated Spaces Beat Networking for Family Office Community Building →As family offices evolve, so do the tools designed to support them. But while tech solutions promise to streamline operations and empower better de...
Read: The Family Office Software Sweet Spot: Finding the Right Balance →MYFO has been included in Forbes’ annual Family Office Software Roundup for 2023, 2024 and 2025.
Read: MYFO Featured in Forbes’ Family Office Software Roundup for the Third Consecutive Year →As family offices across North America face increasing complexity and heightened demands, they are seeking comprehensive platforms that...
Read: Deloitte's Blueprint for the Future: How Family Offices Are Evolving →Family offices have changed a lot over the years. What started as small, private operations handling wealth for ultra-rich families has grown into ...
Read: Family Office 3.0: The Future of Family Office Management →What is a Family Office? A family office is a private organization that manages the financial and personal affairs of ultra-wealthy families. O...
Read: Family Offices Demystified: Bridging the Gap with MYFO →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.
Read: Most Reporting Tools Weren't Built for a Family Office | MYFO →Time and again, the data points in the same direction: modern family offices are looking for exactly what MYFO delivers. Deloitte’s 2024 Blueprin...
Read: UBS 2025 Report: Why Family Offices Are Choosing MYFO →Family offices today face a growing challenge. Following the record-breaking private equity boom of 2021 , their capital is locked away in priva...
Read: The Liquidity Shift: Family Offices Rewrite the Rules Amid $162B Market Surge →VANCOUVER, BC – MYFO (Family Office Software) has been selected as a winner in the “Reporting Solution (Americas)” category and for “Female Exe...
Read: MYFO Joins Global Elite with WealthBriefing Wealth for Good Award Wins →MYFO has been named Fintech Best in Show at The WealthTech Showcase, presented by Empire Startups and Fintech Is Femme.
Read: MYFO Wins Fintech Best in Show at The WealthTech Showcase →The Los Angeles Lakers are reportedly being sold for $10 billion, the highest price ever paid for a sports franchise. That’s a monumental leap fr...
Read: Why Family Offices Are Investing Billions in Sports: Backed by $10B Deals Like the Lakers →In May 2025, Warren Buffett announced he will step down as CEO of Berkshire Hathaway at the end of the year. After more than six decades of leaders...
Read: Succession Done Right: Lessons from Warren Buffett’s Quiet Transition →Key Insights for a New Era of Wealth Stewardship Economic Outlook Family offices are undergoing a digital awakening. With economic uncertainty,...
Read: UBS Global Family Office Report 2025 →Family offices are built to withstand uncertainty, but today’s market conditions are pushing even the most conservative strategies to evolve. From ...
Read: Navigating Market Volatility, Smarter Strategies for Family Offices →The Cannes Film Festival is known for red carpets and celebrity glamour. But behind the scenes, a new type of power player is quietly shaping the f...
Read: Family Offices and the Business of Film: What Makes Cannes a Strategic Focus For Family Office? →MYFO, a leading wealth management industry participant servicing the North American family office and family wealth industry, has been selected as ...
Read: MYFO Named Winner at the Twelfth Annual Family Wealth Report Awards 2025 →As of May 2025, gold is once again in the spotlight. With inflation pressures rising, geopolitical instability escalating, and market volatility pe...
Read: Gold and Family Offices: A Historical Safe Haven in Times of Economic Uncertainty →The ultra-wealthy and their family offices are relocating their operations across international borders more than ever. In 2025, the movement accel...
Read: Migration of Wealth: Why Are Family Offices Packing Their Bags? →NEWS RELEASE: April 7 2025 MYFO, a leading wealth management industry participant servicing the North-American family office and family wealth in...
Read: MYFO Named a Finalist in the Twelfth Annual Family Wealth Report Awards 2025 →MYFO has been named a 2025 CIX Startup Award recipient in the Early category by CIX Summit, powered by Elevate.
Read: MYFO Named a 2025 CIX Startup Award Recipient →The global economic landscape is shifting rapidly, driven by new U.S. tariffs and rising interest rate concerns. Under the Trump administration, th...
Read: Tariffs & Interest Rates: What Family Offices Need to Know →Discover how family office software helps streamline reporting, reduce costs, and replace outdated spreadsheets.
Read: The Rise of Family Office Software: Why It’s Essential in 2025 →At Techarena 2025, held on February 20-21 in Stockholm, Simran Kang, CEO & Founder of MYFO, joined a panel discussion on how family offices are evo...
Read: Bridging the Atlantic: Simran Kang on Family Offices & Venture Investing at TechArena →It is expected that by 2030, Millennials will become the wealthiest generation in American history, as they will inherit more than $68 trillion f...
Read: The Challenges of Adopting Technological Solutions in Family Offices →Ratan Tata, the chairman emeritus of Tata Sons, is a name synonymous with visionary leadership and ethical business practices. Leading the Tata Gro...
Read: Ratan Tata: A Masterclass in Family Office Succession Planning →The world of wealth management is in a constant state of evolution, driven by technological advancements, changing client expectations, and global ...
Read: Three Trends Shaping The Landscape of Wealth Management in 2024 →Last week, MYFO announced the close of an oversubscribed $3.5M USD ($4.8M CAD) Seed funding round, led by Rhino ...
Read: MYFO Raises $3.5M in Seed Funding to Revolutionize Family Office Management →We’re beyond thrilled to share that MYFO has been crowned Best Wealth Management Tool at The Netty Awards! This...
Read: MYFO Wins Best Wealth Management Tool at The Netty Awards →Forbes has featured MYFO founder and CEO Simran Kang among the female leaders reshaping family office technology.
Read: MYFO Founder Simran Kang Featured in Forbes’ “Women in Wealthtech” →If only ESG (environmental, social, and governance) investing was as easy as buying a vowel and two consonants on a game show. Millennials an...
Read: Millennials and Gen Z Are Changing the Way We Invest →When most people see this title, they likely hear horror music playing in the background and want to run for the hills. However, such a reaction mi...
Read: Prenups, Postnups, and Cohabitation Agreements →For families whose wealth is primarily tied up in a family business, managing and protecting that wealth can be p...
Read: Digital Tools for Streamlined Family Business Wealth Management →Major changes in wealth ownership are on the horizon. The convergence of financial literacy and the growing influ...
Read: The Great Wealth Ownership Shift: Are You Ready? →MYFO Wins Prestigious 2024 Q2 Product Award MYFO has reached a significant milestone by winning the 2024 Q2...
Read: MYFO Wins Prestigious 2024 Q2 Product Award - Fintech →The Canadian government’s proposal to increase the capital gains tax inclusion rate has sparked significant debat...
Read: Navigating New Capital Gains Taxes: Strategies for Family Offices and Economic Implications in Canada →In the world of family businesses, the phrase “don’t put all your eggs in one basket” holds significant weight. F...
Read: Securing the Future: Why Diversification is Key for Intergenerational Family Wealth →The Murdoch Family’s Public Succession Struggle Rupert Murdoch’s retirement has highlighted the complexities of family office succession, par...
Read: Revoking the Irrevocable in Family Office: Lessons from the Murdoch Family’s Succession Struggles →Explore best practices for family office management, from governance to technology, designed to meet the needs of next-gen wealth holders.
Read: Family Office Management: Best Practices for the Next Generation →What is a family office? Learn how ultra-wealthy families use family offices for wealth management, governance, and succession.
Read: What Is a Family Office? A Complete Guide →We are thrilled to announce that MYFO has been recognized in the prestigious Forbes 2023 Family Office Software Roundup ! The Forbes list ...
Read: MYFO Featured in Forbes 2023 Family Office Software Roundup! →No posts match.
