Trusted Family
Trusted Family is the world’s leading digital platform for family businesses and family offices, designed to secure sensitive information, streamline communication, and facilitate decision-making. Beyond technology, we empower 200+ families with data-driven insights, expert knowledge, and access to an exclusive community of international, like-minded peers connecting virtually and in person.
Our integrated approach fosters unity, transparency, and long-term success while safeguarding family legacies. Fully independent, Trusted Family was founded and remains owned by family business leaders.
Have a question regarding Trusted Family?
Contact Trusted Family directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Trusted Family apart?
"To truly serve a family, we must first understand who they are. That’s how we shape a platform that reflects their identity, values, and vision for the future."
Arnaud de Coninck
Product
Get an overview of what Trusted Family does.
Main Tasks
- Advisors,
- Artificial Intelligence,
- Client Portal
- Engagement Platform,
- Governance,
- Security & Risk
- Technology Provider
Top features
- Transparency,
- Mobile App,
- Other Services
Other features
- End-to-end encryption,
- Advanced access controls (granular permissions and role based access),
- Compliance standards (GDPR, SOC 2, and SOC 3),
- Two-factor authentication,
- Daily backups,
- Secure document storage,
- Private & shared vaults,
- Digital signatures,
- Customizable watermarks,
- Dedicated spaces for collaboration and family engagement,
- Member directory,
- Newsfeed & posts,
- Chat,
- Task management,
- Surveys & forms,
- Notifications,
- Meeting notes,
- Third-party integrations (Zoom, Dropbox, Google Drive and Calendar, One Drive),
- Event planning (incl. RSVP management and date picker),
- Shared calendars,
- Meeting templates,
- Family tree,
- Members directory,
- Engagement metrics (platform usage and participation levels),
- Activity reports (track tasks, document views, etc.), Data-driven insights (support informed decision making)
Assets supported
- Other
Compliance
- GDPR
- SOC2 & 3 ready
Whitelabel
- No
Customisation
- Yes
Type Of Software
- SAAS
Integrations
- Zoom,
- Dropbox,
- Google Drive and Calendar,
- One Drive
Mobile App
- Yes
Regulated
- No
Audited
- Yes
Auditors
- Happy to provide this information upon request
Cost structure
- Seat-based (per named user),
- Feature-based,
- Flat fee
Rates
- Our pricing is tailored to reflect the specific needs and setup of each family we work with. It is based on three main dimensions:
Number of users:
The cost adjusts according to how many users will access the platform. Whether you’re a small ownership group or a large multi-generational family, the pricing scales accordingly.
Features activated:
You only pay for what you need. The platform offers a range of modular features—such as secure document vaults, family spaces, digital voting, surveys, and analytics—and pricing reflects the specific functionalities you choose to activate.
Level of additional service:
Beyond the software, we offer different levels of strategic support. This includes onboarding assistance, content coaching, engagement advisory, and access to our network of experts. The extent of advisory and client success services selected will influence the overall investment.
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 11-50
Founded
- 2007
Locations
- Brussels (Belgium),
- Lisbon (Portugal),
- Austin, TX (USA)
Top 5 Markets
- United States of America,
- United Arab Emirates,
- Belgium,
- France,
- Mexico
Ownership
- External investors (neither clients nor staff)
Focus
- Single-family offices
Secondary focus
- Single-family offices,
- Multi-family offices,
- Family businesses,
- Software and technology providers
Your All-in-One Operating System for Family Businesses & Family Offices
The ultimate family office toolbox
User Journey Overview
Your All-in-One Operating System for Family Businesses & Family Offices
The ultimate family office toolbox
User Journey Overview
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone,
Dedicated contact,
In person on site support
Pricing of support
Free support
Onboarding
Onboarding adapts to your family’s timeline and typically lasts 3 weeks to 3 months
We also reviewed some other Advisors Providers
Fiduciary Trust
United States of America Security & RiskFiduciary Trust surrounds you with a team of portfolio managers, trust officers and tax advisors who work together on all aspects of your wealth.
Veracy Partners
United States of America AdvisorsVeracy Partners offers wealth management services for ultra-high-net-worth individuals, leveraging advanced technology for real-time net worth reporting and more.
Empaxis
United States of America Consolidated ReportingEmpaxis Data Management is a prominent provider of cloud-based financial technology. It offers outsourced services for middle- and back-office and automation services,...
ImpactAssets
United States of America DataFireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset...
