Trusted Family

Board, shareholder and family communication solution.

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

• Explore the world of your family business or family office with our app

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

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

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

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

WHY IS THE TRUSTED FAMILY UNIQUE?

Founded in 2007 by two members of the next generation of business-owning families, today Trusted Family is used by more than 4,000 families, 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 at any time. Our app allows you to write posts and share any content, from confidential documents and family photos, to board memos and videos of presidents.

• 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 into a meaningful, navigable structure

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

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

• PERSONALIZED INSIGHTS: Track and monitor key metrics and data about any platform activity, receive real-time alerts and notifications about who reads what you're sharing, which content performed best, who liked the video you shared, and who will participate of the next board meeting or measure shareholder engagement through a survey.

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

Additionally, for those looking to explore enhanced features and a more advanced interface, we invite you to check out Trusted Family 2.0. Building on the solid foundation of Trusted Family, version 2.0 offers innovative tools and a modern design tailored to the growing needs of family businesses. To learn more about the new version and how to test it, speak to our Customer Success Management (CSM) team, who are ready to help you every step of the way.

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