Visions & Voices for Family Offices: How Technology is Revolutionizing Private Wealth Management

In this episode of Visions and Voices, Armanino's John Stewart joins Simran Kang from MyFO to explore the future of family office technology. Together, they discuss the challenges family offices face, like outdated tools (such as spreadsheets) and the lack of comprehensive data aggregation systems. They also dive into MyFO’s mission to simplify financial management through intuitive, user-focused technology.

Key topics include:

• Why integrating tech into family offices is critical for efficiency and long-term success.
• How financial literacy and smarter tools can help as wealth transitions to the next generation.
• The growing trend of democratizing private investments and the need for better data solutions to support it.