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Everything you need to manage your information, communication, and stakeholders. It scales with the complexity of your organization.


Trusted Family employs gold-standard best practices for securing all user information, data, and documents, to put your security at the forefront of our business.

Family Businesses

The Trusted Family platform offers all the tools you need to manage meetings, workflows, sensitive information, and communication between family members.

Family Offices

The Trusted Family platform offers all the tools you need to create greater transparency and accountability among your family leaders and next-generation members.

About us

Founded by two next- generation entrepreneurs from European business families, Trusted Family leverages a decade of industry expertise to help multi-generational family…

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Owner Strategy: Digitally Aligning your Family’s Purpose & Performance

April 26, 2023

What is our purpose for owning this business together? 

What are our goals – what do we hope to achieve as collective owners? 

What are our guardrails – the things that we hope to put boundaries around? 

Is your family owner group aligned on how to answer these questions today? If not, you may be lacking a clear and actionable owner strategy. 

Most family businesses have a business strategy. Many have a board strategy. But a striking few have articulated a clear owner strategy and the process to measure success. 

Join our team of experts as they explore the art of truly ‘owning’ your owner strategy by answering the following questions:

  • What is owner strategy and how is it different from business and board strategy?
  • How do leading families design an owner strategy and dashboard to foster open, transparent shareholder debate and alignment on their enterprise’s purpose, direction, and performance?
  • What tools do they use to manage and ensure the privacy of all family discussions and conversations in one single secure place?