According to a recent LinkedIn post from MyFO, the company is drawing attention to findings from J.P. Morgan Private Bank’s 2026 Global Family Office Report and positioning its platform in the context of evolving family office needs. The post highlights survey data from 333 single family offices across 30 countries, emphasizing shifts in investment focus, governance and operations.
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The LinkedIn post underscores that 65% of global family offices plan to prioritize AI-related investments while many remain underexposed to growth equity and venture funds, and that 37% expect to increase private equity allocations over the next 12 to 18 months. It also notes governance gaps, with 86% lacking clear succession plans despite a stated focus on values and legacy.
Operationally, the post cites report data that family offices with more than $1 billion in assets under supervision spend an average of $6.6 million annually to operate and that 80% outsource some portion of portfolio management, prioritizing trust and alignment with external advisers. For investors, these data points suggest a growing addressable market for technology and outsourced solutions that can reduce costs, manage complexity and support governance.
Within this context, MyFO’s LinkedIn post promotes its offering as a way to streamline operations, consolidate reporting and manage increasing complexity for family offices. If the company can convert demand from larger, more complex offices that are already outsourcing and increasing exposure to alternatives and AI-related strategies, it could benefit from recurring, high-value software and service relationships in the wealth management ecosystem.