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
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 and co-creator of the Colruyt TF platform
“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
“We have been using Trusted Family for almost 10 years, and are particularly happy with it. We have set up this platform to strengthen the bonds between members of a family that grows larger with each generation. Trusted Family allows us to share information, organise event and above all to get to know each other a little more. An excellent way to create cohesion and facilitate 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 at Solvay
“As a Single Family Office, we have the challenge of working with a multi-generational family across geographies. Using the Trusted Family technology solution has allowed us to better share the family spirit, business news and important information to different groups. This has meant we are able to better support and encourage engagement and family cohesion.”
