Evolve your Family Business
Managing family business wealth involves juggling diverse sets of assets as they expand beyond the core family business, tracking investments, and navigating intergenerational transfers—but it doesn’t have to be overwhelming. MyFO simplifies asset management by consolidating real-time data from banks, brokerages, and business accounts into one intuitive platform, providing a seamless overview of your financial landscape.
Organize with Ease
Eliminate the chaos of scattered documents and miscommunication. MyFO’s secure document vault and collaborative tools ensure your family and stakeholders stay aligned, making it easier to identify opportunities to maximize wallet share and enhance financial outcomes.
Seamless Accounting Integration
Integrating with platforms like QuickBooks, Sage, Xero, and NetSuite, MyFO automates financial updates into one central hub. Track both business performance and portfolio health in real time, reducing manual tasks and boosting operational efficiency.
Maximize Value
With scenario modeling, MyFO empowers you to forecast outcomes, optimize investments, and uncover new opportunities to expand wallet share. Strengthen key relationships and drive long-term financial value by leveraging a comprehensive, data-driven approach.
Unlock True Efficiency
Family business owners using MyFO save several hours per month on administrative tasks and reduce operational costs by up to 20%. Focus your time and energy on growing your business, expanding wealth, and securing your legacy—all with confidence and clarity.
