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.

• Board meeting management and governance documentation
• Contract lifecycle management and AI-assisted contract review
• Legal entity management across complex group structures
• Matter and litigation tracking for legal teams
• Secure document archiving and controlled sharing
• Compliance monitoring and regulatory audit support

• Board Portal with agenda preparation, document sharing, voting, and automatic minutes generation
• AI-powered contract management with OCR and machine learning
• Legal entity management with real-time and historical data
• Secure dataroom with unlimited storage and full traceability
• Matter management hub for case tracking and stakeholder collaboration
• Two-factor authentication and granular user access rights
• Plug-and-play API integrations
• Mobile application for platform access
• Custom field configuration and workflow definition
• Multilingual 24/7 customer support with dedicated account manager

Built for Single Family Office (SFO), Multi Family Office (MFO).

Dedicated account manager, 24/7 multilingual support, unlimited personalized training sessions, monthly educational webinars

Structured five-phase process: setup, configuration, data import, training, and ongoing support with dedicated project manager