“After three or four years of usage, we are satisfied: stability of the tool, openness to improvements, accessible interlocutors”.
François Carrega
–Deputy CEO of Wendel Participations
Trusted Family is an all-in-one hub that replaces emails, text messages and other communication channels with a secure family enterprise platform.
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
Leverage real-time insights into how your family and board work, and have more meaningful data-informed conversations with members.
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
Bolster your document reviews with built-in annotations for ease of collaboration from anywhere, on any device.
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.
Surveys
Easily create surveys with flexible answer formats and voting capabilities to get quick opinions from members and decision-makers across the business.
Electronic Signatures
Sign documents anywhere and at any time while maintaining the highest data security level and a complete audit trail for every signed document.
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.
Testimonials
Related Insights & Resources
Customer Stories
The Rocher Group & Trusted Family: Adopting a Family and Shareholders Platform
Michelin & Trusted Family: The challenges of building your own family platform
Ebooks & whitepapers
State of Security
Sustainable Next Generation Development Program with Trusted Family
