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
Gaasch Packaging & Trusted Family
A. Ahlström Corporation & Trusted Family (by Simple.)
Ebooks & whitepapers
A Trusted Technology Partner
Previously, our family decisions & operations were very informal. The reason why we signed up for Trusted Family is to transition the family into a more professional environment by providing the structure and tools needed for a seamless upgrade.
Nicole Ordoñez Garrido
–Executive Assistant to 2nd Gen Family Business in Ecuador
The platform is very useful, all the features are amazing and the customer support is always outstanding.
Nicole Ordoñez
–Čuka Corporate Group
The Trusted Family site has done and been everything we’ve needed for a family platform
Melissa Clayton
–Savage Companies
The Trusted Family platform is very interesting, very diversified, well presented and very pleasant to consult.
Alain Querton
–member of the Solvay Family
The Trusted Family site has provided very useful resources for our family and family business. Security is important to us and we have appreciated the chance to have customized options to meet our needs.
Ann Lyles MacPhail
–Family Council & 3rd Generation at Lyles Family Enterprise
A good confidential, practical & cost effective platform.
Gareth Ackerman
–Family member, Board member and Chairman at Ackerman Holdings
Trusted Family really was a turning point in gathering the family
Chantal de Meeus d’Argenteuil
–member of the 5th generation of Boël Family
The platform and professional services deliver the service and service level expected.
Rui Sousa Gil
–Head of IT at Associação Mafalda de Mello
The system is quite unique in its offering. We acquired it for board governance but the uses and benefits are far wider reaching, beyond what we expected.
Jeremy Gogan
–Group Company Secretary at LFH International
It’s a good group and sharing network, very well secured.
Catherine Larue
–Member of the Val Richer Association
Trusted Family is a very nice tool with lots of possibilities to stay in touch with the family and to create an equal base of information for everybody.
Inge van der Heijden
–Bestuurssecretaris at Bavaria – Royal Swinkels Family Brewers
Good way to keep contact and inform internally.
Florence Legein
–Communication Manager at Sofina – Boël
Great service!
Ivan Brustlein
–Member of the 5th generation of Bobst Family
The platform is a secure site for sharing shareholders and board information. Great to use for large shareholderships, as it is easily accessible.
Patrick Henckes
–Partner at Caeleste and 3rd generation shareholder of the United Caps Family
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
