Solution introduction

Secure Governance Technology

For multigenerational family businesses & family offices

One unified platform with all the tools you need to manage meetings, share confidential information, drive real-time collaboration and accelerate decision-making.

Enhance engagement and alignment on all fronts. Enroll now to enjoy the financial and non-financial benefits of an engaged family, business, and family office. For today, and for future generations.

Deep Dive Demo – The Trusted Family Platform

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools


Watch this exclusive live tour of the platform with a Trusted Family expert. You’ll get a chance to see key capabilities that support over 150 multigenerational families around the globe......


Permissions & Privileges
Set access permissions for different groups and individuals and create groups and permissions for your boards, committees and other working groups.

Document Management & E-signatures
Securely create, sign and store confidential files and documents in a central data hub, create private vaults for individual family members and control access.

Event Engagement
Leverage real-time insights into how your family and board work and have more meaningful conversations with members using data.

Surveys & Forms
Easily create surveys to get quick opinions from members and decision-makers across the business with flexible answer-formats and upvoting capability.

Talent Management
Store family profiles, achievements, experience and aspirations to connect the right family members to the right opportunities for their development.

Meeting Management
Organise meetings, track attendance, add files, distribute minutes for review prior to approval, access past meeting information with ease and manage follow-up.


Enable board and committee governance

  • Organise board and committee meetings
  • Approve and sign meeting minutes
  • Approve and sign meeting minutes
  • Archive and share sensitive documents
  • Vote on resolutions through surveys

Facilitate shareholder management

  • Organise shareholders meetings
  • Approve and sign meeting minutes
  • Create private vaults for individual shareholders
  • Educate and engage with shareholders

Enhance family cohesion

  • Keep your family close together by sharing family news & updates
  • Record and celebrate your family history
  • Build & maintain an interactive family tree
  • Stay in touch with secure messaging

Key Data

Year launched
  • Subscription (SaaS)
Implementation Methods
  • Hosted (public cloud)
  • Hosted (private cloud)
Type of Clients
  • End Private Clients
  • Family Offices
Client Regional Presence

Trusted Family Platform

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