Our digital platform helps your family office to seamlessly manage relationships and communications between shareholders, advisors and family office administrators.Try it today
Improve operational efficiency and save time
Whether you’re collecting signatures, approving minutes or collaborating on a project, manage it all from within the Trusted Family platform. With integrated features, you no longer need to move files between programs to accomplish different tasks
Streamline your vault distribution channels
Rely on the Trusted Family vault solution to safely distribute confidential files with encryption and controls like watermarking and download prevention. Easily manage mass distributions knowing you’re maintaining the data privacy & security for both your family clients and external trustees.
Collaborate efficiently with outside experts
Invite third party advisors and professionals to the conversation but maintain control of what they have access to. Consolidating all resources into a single client portal simplifies management of documents for the Family Office team as well as shareholders.
Create a secure information repository
Drive all of your information through one platform so family members are not searching multiple locations to find the information they need. All documents, reports and records are stored in one centralised client portal to simplify access for all.
Preserve established family values through future generations
Safely store documents and media on the Trusted Family platform to not only pass along the family legacy but also teach future generations about ownership and responsible
stewardship. Facilitate continuity with a suite of tools allowing members to connect from across the globe
Why Family Businesses rely on Trusted Family
Learn why families around the world turn to Trusted Family to simplify their communications and preserve their legacy for generations
Dennis Jaffe – Senior Research Fellow, BanyanGlobal Family Business Advisors
Ian Partridge – Founder and Chairman, Loedstar S.A., Switzerland
Jeremy Gogan – Group Company Secretary at LFH International
Patrick Henckes – Partner at Caeleste and 3rd generation shareholder of the United Caps Family
Romain Chevillard – Governance Advisor, RoCh Conseil
Bruno Rolin – Family council member and member of the 5th generation, Solvay
François Carrega – Deputy CEO of Wendel Participations