Trusted Family vs Way2b1

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Trusted Family

Category
Advisors

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.

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WAY2B1

Way2B1

Category
Governance

USA Based, Our mission is to enable high net worth individuals and families to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other. Our systems help facilitate seamless decision making, create institutional memory and ensure the continuity of information across real world domains.

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Company
Employees

  • 11-50

Revenue

-

Founded

  • 2007

Incorporated

-

Locations

  • Brussels (Belgium),
  • Lisbon (Portugal),
  • Austin, TX (USA)

Top 5 Markets

  • United States of America,
  • United Arab Emirates,
  • Belgium,
  • France,
  • Mexico

Total AUM

-

Avg. AUM per client

-

Ownership

  • External investors (neither clients nor staff)


  • 11-50


–


  • 2015


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners


  • United States of America


  • San Francisco
  • California
  • Chicago
  • Illinois
  • Zürich
  • Switzerland


  • States of America
  • Switzerland
  • Singapore
  • Germany
  • Canada


-


-

Client
Focus

  • Single-family offices

Secondary focus

  • Single-family offices,
  • Multi-family offices,
  • Family businesses,
  • Software and technology providers

-


  • Single-family offices


  • Individual wealth owners
  • Banks


-

Product
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


  • Governance
  • Accounting
  • Impact/ESG reporting
  • Family office operations


  • Collaboration with anyone  across the globe
  • Secure, single point of access to important information across family operations
  • Keep a variety of information current, organized and accessible from anywhere
  • Submission of documents in a secure manner & and automatic backups
  • Control of expenditures, investments, philanthropic goals and more.
  • Consolidation communication, documentation, and due diligence
  • Highly customizable approval processes that adapt to workflows
  • Management of repairs and projects
  • Scheduling of preventative maintenance ahead of time
  • Checklists


  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Real estate
  • Private equity


  • GDPR
  • SOC 2
  • Type 2


  • No

Technology
Type Of Software

  • SAAS

Ecosystem

-

Integrations

  • Zoom,
  • Dropbox,
  • Google Drive and Calendar,
  • One Drive

Mobile App

  • Yes


  • SaaS


  • SOC 2
  • Type 2
  • Certified
  • Client data ownership
  • Multifactor authentication
  • End-to-end encryption
  • Single tenant virtual private cloud
  • Regular 3rd party security audits
  • Segmented network infrastructure
  • Annual employee security training


  • Linux


  • Quick Books Online
  • Google Drive
  • Google Suite


  • Yes