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 as a tool to address emerging operational challenges. The post highlights survey data from 333 single family offices across 30 countries, pointing to shifting investment priorities and governance gaps among ultra-wealthy families.
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The LinkedIn post notes that 65% of family offices plan to prioritize AI-related investments, yet more than half reportedly lack exposure to the growth equity and venture funds driving that innovation. It also indicates that 37% of respondents expect to increase private equity allocations over the next 12 to 18 months, suggesting continued demand for alternative investments and potentially higher complexity in portfolio oversight.
As summarized in the post, governance remains a weak spot, with 86% of family offices said to lack clear succession plans for key decision makers, even as 57% view the preservation of values, governance, and legacy as a top strategic priority. The report data cited also suggest a high cost base, with family offices overseeing more than $1 billion spending an average of $6.6 million annually on operations.
The post further notes that 80% of family offices use some degree of portfolio outsourcing, with trust, values, and alignment listed as key criteria when selecting external advisors. Against this backdrop, MyFO appears to be positioning its wealth-tech offering as a way to streamline operations, consolidate reporting, and manage rising complexity, which could support demand for its software as family offices scale and professionalize.
For investors, the emphasis on AI, private equity, outsourcing, and governance challenges implies a growing addressable market for specialized technology and service providers to family offices. If MyFO can convert this interest into product adoption, the trends highlighted in the post may underpin recurring revenue opportunities and strengthen its competitive standing within the family office and broader wealth-management technology segment.