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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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