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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.

Private Companies

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 new version of Trusted Family is everything you need to manage your information, communication and stakeholders. It scales with the complexity of your organisation.

Contextual Conversations

Unifying fragmented channels and critical conversations puts communication front and centre of your family enterprise.

Document Management

Securely create and store confidential files in a central hub, and create private vaults for individual family members with controlled access.

Content Enablement

Keep shareholders and family members engaged by creating and sharing timely, context-rich and accurate content that enables better discussions.

Engagement Analytics

Coming soon – Leverage real-time insights into how your family and board work, and have more meaningful data-informed conversations with members.

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Trusted Family Contextual Conversations

Seamless Collaboration

A single source of truth brings relevant information and the right stakeholders together to share ideas and make progress.

Shared System of Record

Share essential updates with boards and committees with targeted announcements to bring everyone on the same page.

Secure Messaging System

Enable your board and shareholders to collaborate securely from any device before, including one-to-one messages and group chats.

Notes & Annotations

Coming soon – Bolster your document reviews with built-in annotations for ease of collaboration from anywhere, on any device.

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Trusted Family Seamless Collaboration

Efficient Decision-Making

Custom governance brings laser-sharp focus and accelerated decision-making across your family enterprise.

Meeting Management

Organise meetings, track attendance, share minutes for review prior to approval, access past meeting information and manage follow-up.


Easily create surveys with flexible answer formats and voting capabilities to get quick opinions from members and decision-makers across the business.

Electronic Signatures

Coming soon – Sign documents anywhere and at any time while maintaining the highest data security level and a complete audit trail for every signed document.

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Trusted Family Efficient Decision-Making

Frictionless Security

Unparalleled information security and privacy protection give you the confidence and control over your most sensitive data.

Two-Factor Authentication & Biometric Security

Never stress over forgetting your password with 2FA through a second method or login with face ID.

Granular Permission Management

Control who gets access to specific documents and communication with group-based permissions.

Gold-standard Encryption & Compliance

Encrypt your data and user activity within highly secure ISO27001-certified data centres.

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Trusted Family Frictionless Security


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