MyFO is sharpening its positioning in the global family office market, using fresh data from J.P. Morgan Private Bank’s 2026 Global Family Office Report to underscore rising demand for technology and operational efficiency. The wealth-tech firm, which serves ultra-high-net-worth families, is highlighting growing complexity in investments and governance as key drivers for its platform.
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The survey of 333 single family offices across 30 countries shows that 65% plan to prioritize AI-related investments, yet many lack exposure to the growth equity and venture funds powering that innovation. At the same time, 37% of respondents expect to increase private equity allocations over the next 12 to 18 months, reinforcing the trend toward alternative assets and more intricate portfolio oversight.
Governance emerged as a notable vulnerability, with 86% of family offices reported to have no clear succession plans for key decision makers. This stands in contrast to the 57% that list preservation of values, governance, and legacy as a top strategic priority, revealing a gap between stated aims and formal structures that could heighten long-term risk.
Operational pressures further frame the opportunity MyFO is targeting, as family offices overseeing more than $1 billion in assets spend an average of $6.6 million annually on operations. Around 80% outsource some portion of portfolio management, with trust, shared values, and alignment cited as central criteria when choosing external advisers and technology partners.
Against this backdrop, MyFO is promoting its software as a way to consolidate reporting, manage rising investment complexity, and support more professionalized governance and operations. If family offices continue to allocate more capital to AI and private equity while leaning into outsourcing, specialized solutions like MyFO’s could see sustained demand.
The week’s communications suggest MyFO is using data-driven messaging to align itself with structural shifts in the family office ecosystem, from technology adoption to governance modernization. These trends point to a potentially expanding addressable market as multi-billion-dollar families seek to contain costs, manage risk, and build more resilient operating frameworks, setting a constructive backdrop for MyFO’s growth prospects.