The Trusted Family platform offers all the tools you need to manage your investor groups and the governance of each investment.
Use cases & benefits
Enable easier decision making and more effective meetings across all parts of your family, business and ownership entities. As your family grows and levels of involvement in the business start to vary, allow everybody to have the access to information they deserve.
Consolidate investor relationships, transactions, and communication.
Secure access to individual investment data and fund performance.
Automate document submissions, signatures, approvals and reporting.
Improve speed, quality, and compliance of global investment efforts.
A Platform Built For People & Purpose
Human-centric approach
We have designed the most simplified digital governance platform thanks to our turnkey, configurable and intuitive proprietary technology designed by experts for professionals of the family enterprise world.
Gold-Standard Security
Our enterprise-grade security framework is built with best-in-class access controls and data protection mechanisms. All your data and activity is stored on servers with the latest encryption technology in ISO27001certified data centers.
Legacy of Excellence
With our proven track record of over 10 years serving leading family enterprises worldwide, we understand how to bring cost savings and efficiency gains to modern-day governance.
Complementary DNA
Fueled by expertise, innovation and technology, our core DNA lies in helping you better communicate, create greater cohesion and achieve long-term sustainable family success, for now and for generations to come.
Testimonials
