Revolutionizing Wealth Management for Family Offices
Family offices lose up to 30 percent of their time to administration, costing over $1.5 million each year. MyFO streamlines operations and enables faster, smarter decisions so you can focus on what matters most.
Streamline Your Operations with MyFO
Leave behind outdated spreadsheets and rigid systems. MyFO integrates real-time data from banks, brokerages, and private equity, giving you a clear, complete view of your family’s assets.
Entity Mapping Made Simple
Understand relationships and ownership across entities—holding companies, trusts, foundations, and more. MyFO provides a clear financial view, simplifying decision-making and planning.
Organize with Ease
Say goodbye to clutter and lost files. MyFO’s document vault securely stores and organizes essential documents, ensuring easy access and seamless collaboration.
Unlock true efficiency and focus on what truly matters—growing family wealth with confidence and clarity.
Enhance your ability to cross-sell services effectively