Revolutionizing Wealth Management for Family Offices
Stop losing time and money to inefficient processes. Family offices spend up to 30% of their time on administrative tasks, driving annual operating costs over $1.5M. MyFO consolidates your assets, financial data, and documents into one secure, intuitive platform—streamlining operations, reducing inefficiencies, and saving you time and money while enabling smarter, faster decisions.
Streamline Your Operations with MyFO
Simplify the complexity of wealth management by leaving behind outdated spreadsheets and rigid systems. MyFO brings everything together by integrating real-time data from banks, brokerages, and private equity sources into one intuitive platform, giving you a clear and complete view of your family’s assets.
Entity Mapping Made Simple
Gain a clear understanding of relationships and ownership structures across entities, including holding companies, trusts, foundations, and operating companies. MyFO ensures you have a detailed view of your family’s financial architecture, simplifying decision-making and planning.
Organize with Ease
Say goodbye to cluttered inboxes and disorganized files. MyFO’s document vault securely stores and organizes essential documents, offering easy accessibility and collaborative functionalities to meet your family’s unique needs
