Schedule Demo
Product

The platform with all the tools you need to manage meetings, confidential information, and communication across your enterprise.

Security

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…

Read more

Permissions & Privileges

  • Create groups and permissions for your boards, committees and other working groups. 
  • Set access permissions for different groups and individuals
  • Customize user roles with view, edit and delete permissions
PRIVATE_VAULTS

Document Management

  • Securely create and store confidential files and documents in a central data hub
  • Create private vaults for individual family members
  • Restrict access to key documents and folders to specific members
placeholder

Engagement Analytics

  • Leverage real-time insights into how your family and board work
  • Have more meaningful conversations with shareholders with data
  • Empower members to arrive informed to the next meeting
placeholder

Surveys & Forms

  • Organize, track, review, comment, and approve decisions – from anywhere
  • Easily create surveys for quick opinions from members and decision-makers
  • Tailor surveys with flexible  answer-formats and gather votes with user privacy
placeholder

Talent Management

  • Customise profiles to gather the right information
  • Filter the members directory by aspirations, skills or professional experience
  • Connect members to the right opportunities for their development

Meeting Management

  • Organise meetings, track attendance, add files, distribute minutes for review prior to approval
  • Access historical meeting information with ease
  • Follow-up on important meetings and decisions efficiently