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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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The wisdom of the three-circle model: a conversation about the model’s insights and practical uses with its co-creator, John Davis

November 12, 2019

In this webinar with Professor John Davis, the co-creator of the Three-Circle Model and Frank Tobé, Head of Marketing and Client Experience at Trusted Family, John explores the Model’s pragmatic uses, the depth of insight it can bring to any family business situation, how relevant the Model remains today, and the future of the Model. Professor Davis also demonstrates how to use the Model–with a case example of a family business–to show the power of its wisdom for family members, non-family executives, educators, researchers, and advisors who want to more deeply understand and help a family business system.