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Rated 5 Stars by 100+ Advisors

The Future of Wealth Management Starts Here

Stay ahead of the curve and unlock the power of modern technology to manage your wealth better. Take the leap into the future of wealth management with MyFO.

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All Your Assets. One Dashboard.

- Streamlined Record-Keeping

- Comprehensive Asset Tracking

- Enhanced Financial Insight

- Real-Time Data Sync

- User-Friendly Experience 

Experience the power of financial consolidation with our cutting-edge platform.

  • Streamlined Record-Keeping
  • Comprehensive Asset Tracking
  • Enhanced Financial Insight
  • Real-Time Data Sync
  • User-Friendly Experience
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Private Equity

Cash

Cryptocurrency

Real Estate

Venture Capital

Operating Companies

Art & Heirloom

Stocks

Stakeholder Map

Stakeholder Map is a secure environment for you to share your asset information with trusted stakeholders, such as owners, family members, and business partners.

This feature helps coordinate with partners and stakeholders to align on long-term goals.

The Stakeholder Map is integrated with the Task Manager to maintain accountability.

100% Secured

Safely Store Your Essential Documents

As MyFO users, users own their data, documents, and information and can add, delete, or download digital property at will.

Robust document security: Benefit from our comprehensive and robust security system, ensuring the confidentiality and protection of your valuable financial and legal documents.

Advanced encryption technology: Your documents are safeguarded with advanced 256-bit encryption technology, guaranteeing utmost confidentiality.

Efficient task management: Our integrated task management system keeps everyone organized and aligned, allowing you to assign tasks related to your documents to relevant stakeholders for efficient collaboration and workflow.

Peace of mind: Rest assured that your documents are in safe hands. We prioritize the security and accessibility of your information, providing you with the peace of mind you deserve.

  • 256-Bit Encryption
  • Multi-factor Authentication
  • SOC 2 Compliant
  • Identity Verification
  • Data Disaster Recovery
Annual Filings
Tax Reports
Estate Certificates
Digital Wallets
Liquidity Statements
Investment Documents
P&L

Offer Best-In-Class Family Office Techniques

MyFO provides your clients with tailored, best-in-class guidance for their wealth management.

As a wealth manager, your clients rely on you to provide sound advice on various financial topics. With our service, you can ensure that your clients receive expert guidance on tax planning, estate planning, asset management, and risk assessment. This will empower your clients to have more informed and productive discussions with you, ultimately leading to better financial outcomes.

Guidance is equipped with machine learning technology that provides contextual prompts, allowing you to stay informed about your client's financial progress, and ensuring that you can provide the best guidance possible.

Offer your clients guidance typically given by a Family Office team in expert areas such as:


  • Tax Advice


    Estate Planning


    Family Constitution

    Marital Agreements


  • Mitigating Tax


    Distribution


    Prenups


    Postnups

Scenario Modeling

Model Investment Opportunities

Make informed investment decisions. 

MyFO’s Scenario Modeling offers a comprehensive and intuitive interface to help easily mimic buying and selling assets and compare scenarios before making an investment decision.

The tool will help facilitate discussions about the following:

Return Expectations

Leveragability

Liquidity

ESG Benchmarkers

Scenario Modeling

Model Investment Opportunities

Make informed investment decisions. 

MyFO’s Scenario Modeling offers a comprehensive and intuitive interface to help easily mimic buying and selling assets and compare scenarios before making an investment decision.


Return Expectations

Leveragability

Liquidity

ESG Benchmarkers

Rated 5 Stars by 100+ Advisors

Upcoming Features

100% Secured

Vault

Securely store, manage, and share your financial and legal documents. 

MyFO's Vault and recommendation engine suggests custom folders designed to keep your documents organized for all your estate and investment needs.

Robust document security: Benefit from our comprehensive and robust security system, ensuring the confidentiality and protection of your valuable financial and legal documents.

Advanced encryption technology: Your documents are safeguarded with advanced 256-bit encryption technology, guaranteeing utmost confidentiality.

Efficient task management: Our integrated task management system keeps everyone organized and aligned, allowing you to assign tasks related to your documents to relevant stakeholders for efficient collaboration and workflow.

Peace of mind: Rest assured that your documents are in safe hands. We prioritize the security and accessibility of your information, providing you with the peace of mind you deserve.

Scenario Modeling

Scenario Modeling

Make informed investment decisions.

MyFO’s Scenario Modeling offers a comprehensive and intuitive interface to help easily mimic buying and selling assets and compare scenarios before making an investment decision.

Robust document security: Benefit from our comprehensive and robust security system, ensuring the confidentiality and protection of your valuable financial and legal documents.

Advanced encryption technology: Your documents are safeguarded with advanced 256-bit encryption technology, guaranteeing utmost confidentiality.

Efficient task management: Our integrated task management system keeps everyone organized and aligned, allowing you to assign tasks related to your documents to relevant stakeholders for efficient collaboration and workflow.

Peace of mind: Rest assured that your documents are in safe hands. We prioritize the security and accessibility of your information, providing you with the peace of mind you deserve.

Simran and Alice struck a nerve when they embarked on building MyFO. Family offices worldwide have been struggling with managing their portfolios in a consolidated and strategic manner—a single pane of glass on how their assets were deployed to manage capital allocation.

Simran Kang & Alice Chen
Co-Founders
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