Family Offices

Our digital platform helps your family office to seamlessly manage relationships and communications between shareholders, advisors and family office administrators.

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TRUSTED COMMUNICATION

Instil confidence in all members of your client family – securely sharing information with the right people at the right time through a single platform.

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

As an advisor I have worked with several families that use Trusted Family. The most useful parts are the ways that young family members can keep in touch and post sensitive issues without concerns about privacy. It keeps young family members connected during these shutdown times, and allows them to keep the family activities moving along. Also as a contributor, I like the resource section and expect it to grow in importance in the future.

Dennis Jaffe – Senior Research Fellow, BanyanGlobal Family Business Advisors

Business-owning families that we know have come to value Trusted Family and I’d highlight two reasons among many: Firstly, to strengthen family cohesion and communication (and so make family disagreements less likely). Secondly, to develop better governance because family representatives, on business boards or committees, can engage much more easily with the wider family.

Ian Partridge – Founder and Chairman, Loedstar S.A., Switzerland

The system is quite unique in its offering. We acquired it for board governance but the uses and benefits are far wider reaching, beyond what we expected.

Jeremy Gogan – Group Company Secretary at LFH International

The platform is a secure site for sharing shareholders and board information. Great to use for large shareholderships, as it is easily accessible.

Patrick Henckes – Partner at Caeleste and 3rd generation shareholder of the United Caps Family

Our activities complement each other, the Trusted Family platform enables us to deploy what RoCh Conseil implements with families. When we talk about cohesion, information, the transmission of information or knowledge, the tool is there, it is made for that. This tool allows us to intervene in depth and on a daily basis in the functioning of families. This is the power of the Trusted Family platform.

Romain Chevillard – Governance Advisor, RoCh Conseil

The platform is such a nice tool and very easy to use for all generations with the aim of keeping families up to date with permanent access to all the useful information they need.

Bruno Rolin – Family council member and member of the 5th generation, Solvay

After three or four years of usage, we are satisfied: stability of the tool, openness to improvements, accessible interlocutors.