MyFO is positioning itself at the center of evolving global family office needs, highlighting new data from J.P. Morgan Private Bank’s 2026 Global Family Office Report in a series of LinkedIn posts this week. The company, which offers wealth-tech solutions for ultra-high-net-worth families, framed the findings as evidence of rising demand for technology, outsourcing, and operational streamlining.
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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 driving that innovation. In parallel, 37% of respondents expect to increase private equity allocations over the next 12 to 18 months, signaling continued appetite for alternatives and growing complexity in portfolio oversight.
Governance emerged as a notable weakness, with 86% of family offices reported to have no clear succession plans for key decision makers. This sits uneasily alongside the 57% that identify preservation of values, governance, and legacy as a top strategic priority, underscoring a mismatch between intent and formal structures.
Operational costs and outsourcing trends further define the opportunity set MyFO is targeting. Family offices overseeing more than $1 billion in assets are spending an average of $6.6 million annually on operations, and about 80% outsource some portion of portfolio management, with trust, values, and alignment key criteria when choosing advisers.
Against this backdrop, MyFO is promoting its platform as a way to consolidate reporting, manage rising investment complexity, and support more professionalized governance and operations. If family offices continue to increase allocations to AI and private equity while leaning more heavily on outsourced solutions, demand for specialized software like MyFO’s could expand and support recurring, high-value relationships.
Overall, the week’s communications suggest MyFO is sharpening its market positioning around the structural trends reshaping global family offices, from technology adoption to governance modernization. The data-driven messaging points to a potentially growing addressable market as multi-billion-dollar families seek to contain costs, manage risk, and build more resilient operating frameworks.