Trusted Family

Board, shareholder & family communication solution.

Designed by families for families, Trusted Family enhances communications within multigenerational family businesses & family offices towards greater overall alignment and engagement.

• Tap into your family business or family office world with our app

• Discover, connect and nurture relationships with your family members, shareholders, and directors

• Connect with your peers and stay up to date with the latest family, business, and office news

• Use a customizable-permission-based and secure environment for content and event management, and family, board, and shareholder communications.

This app is for existing Trusted Family clients only. You can unlock the Trusted Family experience by signing up for your own platform. To learn more about Trusted Family, visit www.trustedfamily.net

WHY IS TRUSTED FAMILY UNIQUE?

Founded in 2007 by two next-generation members of business-owning families, today Trusted Family is used by more than 4000 family, board members, shareholders, and directors of multigenerational family businesses and family offices.

Trusted Family makes it easy to share and publish your knowledge in a permission-based structure that you can select and adjust anytime. Our app allows you to write posts and share any content, from sensitive documents to family photos, to board memos and chairman videos.

• CENTRALIZED: Collect, share and store everything in one place and collaborate with others at the same time – keep track of everyone’s activities

• CUSTOMIZABLE: Customize the organization of your content in a meaningful and navigable structure

• ACCESSIBLE: Add, read and comment on many different kinds of files and documents on the web or from your phone – your content is always a click away

• SECURE: You own your data accessible based on customizable permission settings. Two-step verification is available for extra security

• CUSTOM INSIGHTS: Track and monitor key metrics and data on any platform activity, get real-time alerts and notifications on who reads what you are sharing, which content piece performed the best, who liked the video you shared and who is attending the next board meeting, or measure your shareholder engagement via a survey.

• COLLABORATION: Share, work together and receive notifications on content – archive your legacy

Additionally, for those looking to explore enhanced features and a more advanced interface, we invite you to discover Trusted Family 2.0. Building on the strong foundation of Trusted Family, version 2.0 offers innovative tools and a modern design tailored for the evolving needs of family enterprises. To learn more about the new version and how to try it out, please talk to our Customer Success Management (CSM) team, who are ready to assist you every step of the way.

For prompt technical support, please contact us via email: [email protected]