Book a Demo

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.

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

Keeping your family data 
secure across generations

The safety of your family and business information is our top priority, so we employ gold-standard practices that keep your data secure and private.

More About Security

Built on a Foundation
of Compliance

We maintain the highest of standards through
our infrastructure providers

Digital Ocean Hosting

Hosted on DigitalOcean, providing top notch security protections including AICPA SOC 2 Type II and SOC 3 Type II infrastructure and Cloud Security Alliance (CSA) STAR Level I certification.

AWS Storage

All file storage uses Amazon Web Services which are SOC 1, 2, and 3 compliant infrastructure.


As an additional security measure, we employ the SOC 2 Type II-certified Content Delivery and Web Application Firewall infrastructure of Cloudflare, an ISO 27001 certified organisation.

Our Security Measures

Icon for card


Files are secure in transit and at rest. You control who sees, downloads and shares files based on user and space permission settings.

Icon for card


Your data is your data. You retain full control and ownership of your data. Platform security measures allow unique access rights for everyone on the platform.

Icon for card


Two-factor authentication enabled to limit unauthorised access and maintain control of account activity. Audit and activity logs give a detailed view of who has seen platform data.

Icon for card


Penetration testing is performed by external security firms at least once a year to help prevent cyberattacks and safeguard your data against security breaches.