One integrated platform. One central place. One source of truth.
No two family offices are structured alike and we get that. Our all-in-one software is easily customizable to best fit your office’s needs, so you can focus on what matters most: providing more value and deepening client relationships.
Streamline family office operations
- Centralise key family information with controlled access
- Share sensitive financial documents through secure vaults
- Collect e-signatures and collaborate real-time on necessary files
- Maintain staff and advisor directory with historical record
Facilitate shareholder management
- Organise shareholders meetings and events
- Share, approve and sign meeting minutes for archiving
- Educate and engage shareholders and trust owners on key information
- Reach your family where they are and adapt to the needs of the next generation
Enhance family cohesion
- Keep your family close together by sharing family news & updates
- Record and celebrate your family history
- Build & maintain an interactive family tree
- Stay in touch with secure messaging
See the platform in action
Demo requestBuilt by families, for family offices.
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
A Trusted Technology Partner
We could feel that it was built by families and by developers guided by families to focus on all the features from a family perspective – not from an IT perspective. This gave us a lot of confidence at the beginning. We felt that the Trusted Family team did understand what our expectations were when it came to a private communications platform – there was an immediate family-level connection about our challenges and their proposed solutions.
Lucas Van den Broeck
–member of the third generation, Colruyt
We have been using Trusted Family for almost 10 years and are very satisfied with it. We set up this platform to strengthen the links between the members of a family that is getting bigger with each generation. Trusted Family allows us to share information, organize events and especially to get to know each other better. An excellent way to create cohesion and facilitate the transmission between generations.
Charles Banzet
–9th generation of a French industrial group
The platform is such a nice tool and very easy to use for all generations with the aim of keeping families up to date with permanent access to all the useful information they need.
Bruno Rolin
–Family council member and member of the 5th generation, Solvay
“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
