Schedule Demo
Product

Everything you need to manage your information, communication, and stakeholders. It scales with the complexity of your organization.

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.

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

All the tools you need 
to manage your family, board and shareholder governance,
in one place.

Trusted Family is your digital HQ where you make better decisions as a group, align all stakeholders and keep the family together.

Try Today
Image

HOW TRUSTED FAMILY HELPS FAMILIES & ADVISORS

The most effective way to centralise all key information, unify communication and keep your family, directors, shareholders and clients, aligned and accountable.

Everything organised in one place.

  • Create secure vaults to store confidential files and documents in a central hub
  • Store and share critical documents within specific spaces, ensuring easy access for all relevant parties
  • Digitally sign key documents within the portal itself.
  • Ready-to-use document templates to streamline business processes.

Everyone informed and aligned.

  • Organise meetings, track attendance, add files, and distribute meeting minutes for review prior to approval
  • Get complete context with access to historical meeting information with ease
  • Follow-up on critical meetings and decisions efficiently
  • Use handy meeting templates and RSVP forms to accelerate processes

Everything accessible to the right people at the right time.

  • Create secure groups and permissions for your boards, committees and other working spaces.
  • Get granular control over user profile information based on Permission and Space management
  • Set access permissions for different groups and individuals
  • Customise user roles with view, edit and delete permissions
Request a Demo

Everyone connected and engaged.

  • Have a real-time connected experience with 1-on-1 and/or small group chats within the portal
  • Respond, react or simply acknowledge chat messages from other family members, shareholders and directors.
  • Enable easy collaboration among all meeting attendees through event channels
  • Engage all members within a specific Space on an important subject matter

Everyone engaged, every decision efficient.

  • Organise, track, review, comment, and approve decisions – from anywhere
  • Easily create surveys to get quick opinions from members and decision-makers
  • Tailor surveys with flexible answer-formats and gather user feedback

Every information secure, every conversation private

  • Complete ownership & control over data and documents
  • Restricted to an invitation-only model
  • Specific privileges for platform administrators
  • Two-factor authentication & detailed audit logs
Learn more about security