Author name: MyFO

The world of wealth management is in a constant state of evolution, driven by technological advancements, changing client expectations, and […]

It is expected that by 2030, Millennials will become the wealthiest generation in American history, as they will inherit more

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

Updated: Sep 20, 2023 The Challenge of Intergenerational Wealth Transfer An estimated $68 trillion in wealth is set to transition from

Ratan Tata, the chairman emeritus of Tata Sons, is a name synonymous with visionary leadership and ethical business practices. Leading

The Murdoch Family’s Public Succession Struggle Rupert Murdoch’s retirement has highlighted the complexities of family office succession, particularly when governance

Updated: Nov 30, 2023 Introduction: In an era of rapid financial evolution, the sustainability and success of a family office hinges

What is a Family Office? A family office is a private organization that manages the financial and personal affairs of

Updated: Sep 16, 2024 We’re beyond thrilled to share that MyFO has been crowned Best Wealth Management Tool at The Netty

If only ESG (environmental, social, and governance) investing was as easy as buying a vowel and two consonants on a

Updated: Sep 16, 2024 The number of family offices has tripled since 2019, signaling a significant shift in wealth management. Once

MyFO is excited to welcome Financial Confidence, marking an exciting step forward in delivering unparalleled service to family offices. MyFO is

Updated: Sep 16, 2024 For families whose wealth is primarily tied up in a family business, managing and protecting that wealth

When most people see this title, they likely hear horror music playing in the background and want to run for

The “digital shift” refers to the transformation of various aspects of life, work, and communication from traditional methods to digital

Family offices, long-standing pillars of generational wealth management, are at an inflection point in our rapidly evolving financial landscape. Tasked

Updated: Jun 28, 2023 By 2030, Millennials and Gen Z are anticipated to inherit over $68 trillion from their parents, making

Updated: Sep 16, 2024 Major changes in wealth ownership are on the horizon. The convergence of financial literacy and the growing

Updated: Sep 16, 2024 MyFO Wins Prestigious 2024 Q2 Product Award MyFO has reached a significant milestone by winning the 2024

Updated: Sep 16, 2024 The Canadian government’s proposal to increase the capital gains tax inclusion rate has sparked significant debate. With

Updated: Nov 13, 2024 Last week, MyFO announced the close of an oversubscribed $3.5M USD ($4.8M CAD) Seed funding round, led

In a world where billionaires are often viewed with a lens of skepticism, a recent Forbes article sheds light on

Updated: Sep 16, 2024 In the world of family businesses, the phrase “don’t put all your eggs in one basket” holds

Several folks reached out, curious about the key nuggets from Jason Fried’s talk last night at the Vogue Theatre. While

We are thrilled to announce that MyFO has been recognized in the prestigious Forbes 2023 Family Office Software Roundup! The

Origins and Early Development Family offices have a rich history that stretches back over centuries. The concept can be traced

As the year wraps up, there’s no better time to reflect on simplifying the complexities of wealth management. The ability

Family offices are at a turning point. The growing complexity of wealth management, intergenerational transitions, and a heightened focus on

Updated: Sep 16, 2024 Wealth Management Platforms are Revolutionizing UHNW Family Offices. In today’s rapidly evolving investment landscape, ultra-high-net-worth (UHNW) family

Updated: Sep 16, 2024 As family offices across North America face increasing complexity and heightened demands, they are seeking comprehensive platforms

Updated: Jun 28, 2023 You will meet many business owners who are proud to say that they do not owe any