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Trusted Family

Trusted Family

Category
Governance
HQ
United States of America

Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform.
Founded by two next-generation entrepreneurs from European business families, the company leverages a decade of industry expertise to help multi-generational family businesses thrive and achieve sustainable, long-term success. Trusted Family offers a single, secure and centralized governance platform, enabling directors, shareholders, family members and their close advisors to easily connect, communicate and collaborate from anywhere, at any time, on any device.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

11-50

Founded

2007

Ownership
  • Owned by management
  • Clients are also owners
Incorporated

Belgium

Locations
  • Brussels
  • London
  • New York
Top 5 Markets
  • United States of America
  • United Kingdom
  • France
  • Belgium
  • Switzerland
Clients

Facts about the clients

Focus

Single-Family Offices

Serves also
  • Single-Family Offices
  • Multi-Family Offices
  • Individual Wealth Owner
  • Banks
Number
  • 145 clients
  • +5000 users
References

Available on request

Request References

Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Governance
  • Stakeholder Communication & Collaboration
  • Document Management
  • Board Management
Top features
  • Meetings & Events Management
  • Document Management
  • Electronic Signatures & Workflows
  • Secure Communication & Collaboration
  • Audit Trails & Analytics
Assets supported
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance

GDPR

Whitelabel

Yes

Download Detailed Feature List
Technology

Look under the hood

Type Of Software

SaaS

Security
  • 24×7 monitoring
  • Denial of Service protection
  • Web Application Firewalls
  • Virus and Malware scanning
  • Automated Patch Management
  • Data Encryption at Rest
  • Cloud based redundancy including backups
  • Strictly controlled access protocols
  • 24×7 surveillance and monitoring
  • Two-factor authentication requirements
Ecosystem

Custom-built

Integrations
  • Google
  • Calendar
  • Outlook
  • Calendar
  • Apple Calendar
Mobile App

Yes

Reporting-specific features

They handle reporting like this

Pricing & Co

Learn about the commercials

Cost structure

Seat based (per named user)

Average cost p.a.

Single Family Office: $15k

Support & Services

Learn what support and services you can expect

Support options

Dedicated contact, General contact mail or phone, In person on site support

Pricing of support

Based on SLA

Onboarding

2-4 weeks

Customisation

Look & feel of the platform Platform URLMenu and ModulesSecurity settings Language

Bespoke development

No

Added services

Content templates

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