DiliTrust

Family offices sitting at the intersection of corporate governance and multigenerational wealth often find their legal and governance operations scattered across spreadsheets, shared drives, and informal processes. DiliTrust addresses this directly with a five-module SaaS platform built for corporate legal and governance teams, with explicit positioning toward family offices as a target segment.

The platform covers the operational areas where family offices most commonly lose control:

• Board Portal: agenda preparation, document sharing, voting, and automatic minutes generation for governing bodies
• Contract Management: AI-assisted lifecycle tracking from negotiation through execution
• Legal Entity Management: real-time and historical data across complex group structures
• Matter Management: centralized case and litigation tracking
• Secure Dataroom: document archiving and controlled sharing with full audit trails

DiliTrust holds ISO 27001, ISO 27701, and SOC 2 certifications, which matters for family offices handling sensitive ownership and succession data. The platform operates in 64 countries and serves more than 2,400 clients, with a 97% customer recommendation rate cited on the site. Onboarding follows a structured five-phase process covering setup, configuration, data import, training, and ongoing account management, with 24/7 multilingual support included. Pricing is not publicly disclosed, and the primary client base appears to be corporate legal departments at large enterprises rather than family offices specifically. Family offices considering DiliTrust are buying governance infrastructure designed for general counsel teams that has been extended toward the family office use case, not a platform built from the ground up for wealth structures.