The Complete Governance Solution for Families, Boards & Shareholders
All the tools you need to effectively manage your family, board and shareholder governance.
Trusted Family powers long-term family success with a secure platform that streamlines governance and
manages your confidential information, documents, meetings, and communication, at scale.
Supercharge your Family’s Legacy with Sound Governance
We understand that, to address constantly evolving family & business complexities, having the right tool is key to meet governance challenges head on.
Trusted Family’s suite of secure technology and dedicated relationship services brings visibility, transparency, and alignment within your family organisation.
Ours is a human-led, tech-driven approach that meets you where you are on your family journey.
A trusted partner to help look to the future, drive growth and secure your legacy
Vision
Unified Governance Technology for Family Enterprises
Your family enterprise’s information lives in a lot of different places and is increasingly digital. Our vision is to become your one-stop private information vault: to professionalise governance for efficient decision-making as a family group and to promote family cohesion and unity through transparent communication and accountability.
Mission
All-in-one Portal for Managing Your Family, Board & Shareholders
Most families are spread out geographically, with their critical documents and conversations scattered between filing cabinets and digital storage. As family enterprise information grows in volume, it’s increasingly stored in disconnected places. That’s where we come in. Our three-pillared approach helps us build trust and successful family enterprise relationships to endure for generations.
SECURE CLOUD-BASED TECHNOLOGY
Our secure, one-stop technology platform connects directors, shareholders, family members and advisors for
information exchange and communication in a controlled environment.
DIGITAL FAMILY ENTERPRISE GOVERNANCE
Our Digital Family Governance offering eliminates laborious administrative tasks, enabling you to unlock your full potential and focus on the right strategy for your family.
FAMILY-FOCUSED COMMUNITY ACCESS
Our exclusive community connects you with an extensive family business and office network globally to learn best practices and stay informed with the latest research and trends.
Features & Capabilities
Permissions & privileges
Set access permissions for different groups and individuals and create groups and permissions for your boards, committees and other working groups.
Document management & Digital signatures
Securely create, sign and store confidential files and documents in a central data hub, create private vaults for individual family members and control access.
Surveys & forms
Easily create surveys to get quick opinions from members and decision-makers across the business with flexible answer-formats and upvoting capability.
Profile management
Store family profiles, achievements, experience and aspirations to connect the right family members to the right opportunities for their development.
Meetings & events management
Organise meetings, track attendance, add files, distribute minutes for review prior to approval, access past meeting information with ease and manage follow-up.
Who we serve
Enabling leaders across the family enterprise to make better decisions as a group, align all stakeholders and keep the family together.
Family businesses
See moreSingle family offices
See moreMulti family offices
See morePrivate companies
See moreFamily holding companies
Family foundations & trusts
Chairman of the board
Invest in your board of directors with a powerful yet intuitive solution that helps CEOs keep their board engaged – working smarter, moving faster, and achieving more.
Next-Generation Member
Understand the assets that your family collectively owns, prepare to be a future leader in the family enterprise and contribute based on your interests and experience.
Head of the Family Office
Ensure transparency and regular updates for shareholders and stay informed about the interests and priorities of the family shareholders and the broader family.
Family Shareholder
Stay informed about the family enterprise assets, attend shareholder meetings and contribute to decision-making, communicate ownership interests and priorities and contribute to initiatives that will help keep the family in ownership.
Board Member
Easily access board materials before and after the meeting, seamlessly collaborate on key decisions with other board members and have one-click access to regular business/financial/performance reports.
Family Advisor
Share periodic updates, interact & get feedback from the family, and get a helicopter understanding of the family dynamics to have successful projects and ideally projects that renew or go on over time.
