Partner program

Empowering families together.

When we combine your insights and our tools, we help family businesses and family offices do more than survive into future generations - we help them thrive. See your impact multiply with streamlined processes and navigation between client portals.

Family Business Advisors

Amplify your impact and support families across generations by leveraging the Trusted Family platform. By integrating Trusted Family's tailored solutions into your client discovery and advisory projects, you can set them up for greater success. This approach allows you to deliver exceptional long-term value while supporting their journey as an enterprising family. Together, we can provide the optimal policies, structures, and tools to empower your clients and drive even greater success.

Seamless client navigation: Easily switch between client platforms without interruptions, allowing you to manage multiple families effortlessly.

Enhanced governance support: Provide families with templates and tools to easily implement your advice and guidance.

Strengthened communication channels: Centralize discussions, documents, and updates, instilling trust and transparency in your advisor/client relationships.

Time efficiency and scalability: Spend less time managing administrative tasks and more time focusing on strategic guidance that creates lasting value.

Family Business Associations

Create a dynamic and engaging hub for your members, offering tools to streamline event management, facilitate knowledge-sharing, and strengthen community connections. By providing a centralized space, associations can build a thriving ecosystem where family businesses learn, connect, and grow together.

Centralized member engagement: Offer a dedicated platform where members can access directories, resources, and community discussions in one place.

Streamlined event management: Simplify the planning, promotion, and tracking of trainings, conferences, and other association events.

Knowledge sharing and networking: Foster connections and collaboration through curated spaces for sharing insights, best practices, and success stories.

Enhanced value for members: Provide families with tools that strengthen their governance, communication, and long-term planning, ensuring they see lasting benefits from membership.

Academic Institutions

Let’s partner to elevate our impact in the family business field. Trusted Family collaborates with academic institutions to share best practices, co-host impactful webinars, support research initiatives, develop next-generation leadership programs, and so much more! With our partnership, your institution can enhance its educational offerings, foster innovation, and contribute to shaping the future of family business leadership.

Share best practices: Benefit from insights drawn from our extensive network. We bring real-world experiences, challenges, and solutions to help inform and enrich your academic programs.

Co-host events and webinars: Organize engaging events that connect your institution with global family business leaders and innovators.

Support research: Gain access to unique insights from our work with family businesses. Use these real-world perspectives to enrich your research pieces and deliver valuable contributions to the academic and business communities.

Prepare Next-Gen leaders: Co-design programs that equip the next generation with the skills and tools to succeed in family business environments.

Wealth Managers

Go beyond financial advising by providing a holistic platform that strengthens family connections, governance, and legacy planning. By integrating your expertise with tools for secure communication, transparent decision-making, and generational alignment, you can deepen client trust and deliver greater value

Enhanced client relationships: Build trust by offering families tools that align financial strategies with governance and legacy goals.

Secure and transparent communication: Centralize discussions and provide secure access to essential documents, fostering clarity and collaboration.

Vaults and secure financial document distribution: Provide families with a dedicated vault for safely sharing and distributing financial documents, ensuring privacy and peace of mind.

Holistic legacy planning: Support families in aligning their values, assets, and long-term vision, ensuring sustainable multigenerational success.

Streamlined multi-family management: Easily navigate between family platforms to provide seamless, personalized service for each client.

Discover how Trusted Family empowers partners like you to deliver lasting impact for family businesses:

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

How we work together

It’s simple. You bring the expertise. We provide the tools. Together, we help families - and you - win. With a centralized platform custom built around your strategy and guidance, Trusted Family empowers families to adopt practices that endure for the long haul. But it’s not just about their success - it’s about amplifying yours too. By partnering with us, you can elevate your services, deepen your client relationships and firmly establish your role as trusted advisor across multiple generations.

After the engagement period, families can choose to transition to a standalone platform for their family business or safely archive their work for reference. And with our platform’s access controls, your relationship with them can continue onto their new platform for ongoing guidance and support.