Customers

Trusted Family serves multigenerational family businesses, family offices with complex governance structures as well as their advisors. Our 200+ client families span 35 countries across Western Europe, North America, the Middle East and beyond. Many are behind some of the world’s most prominent Fortune 500 companies. Clients range from 2nd-generation family-owned SMEs to century-old dynasties managing diversified assets through family councils, boards and shareholder assemblies.

“Trusted Family has been a valuable tool for securely managing our important tax documents like K-1s, 1099s, and some of the information received from our tax providers. We’ve been with Trusted Family since 2010, starting with their vaults on Classic, and we are now enjoying the new, user-friendly vaults on the new version of the platform. Vaults have saved us time and energy, making it easy to organize and distribute documents.” - Vermeer Family Office

Partners

Trusted Family partners with family business associations, governance advisors, family office consultants, and wealth management professionals worldwide. Our platform gives them a secure, structured environment to work alongside their clients. Each engagement runs in a dedicated workspace with granular permissions, encrypted document vaults, and a full audit trail. Meetings, tasks, and decisions are documented in one place, building a governance record that persists across engagements and advisors. Viewer tracking shows exactly who engaged with what. For succession work, advisors can build next gen programs directly in the platform and track progress over time. The result: less time managing logistics, and a client relationship that compounds rather than resets.