Trusted Family

Family offices serving multi-generational families often contend with a specific operational problem: communication and documents scatter across email threads, calendar invites, private chats, and shared drives, while family members across time zones expect different levels of engagement. Trusted Family built its platform, called familyOS, to consolidate those fragmented workflows into a single environment where family members, advisors, and office staff can coordinate without defaulting to consumer tools.

For a family office, the platform addresses several day-to-day tasks:

• Secure document storage and vault management with configurable access rights per stakeholder
• Event planning, RSVP tracking, and meeting coordination within one system
• Digital signature requests for critical approvals
• Centralized messaging and notification preferences that members can customize
• Governance tools including surveys, task assignment, and accountability tracking

The platform is GDPR compliant and SOC 2 and 3 ready, with end-to-end encryption and a data architecture the company describes as ultra-safe. A dedicated Client Success team assists with onboarding, including brand customization, governance structure mapping, and phased feature rollout. The service is used by over 200 families across 34 countries, with clients including Yves Rocher, Solvay, and Michelin.

Trusted Family is not a financial or portfolio management platform. It does not track investments, calculate returns, or integrate with custodians. Family offices that need a consolidated view of financial assets will require a separate system. The platform is best suited for families and offices that have already addressed their investment infrastructure and now need a structured, secure environment for governance, communication, and document management across a dispersed membership.

• Centralize family and advisor communication in one secure environment
• Manage and share critical documents with role-based access controls
• Plan and coordinate family and board events with integrated RSVP and survey tools
• Collect digital signatures on governance documents
• Track tasks, accountability, and engagement across family members
• Support succession planning and next-generation engagement

• Secure document vaults with configurable access rights
• Digital signature requests
• Event planning and RSVP management
• Centralized messaging and customizable notifications
• Task assignment and accountability tracking
• Family tree and member directory
• Dedicated spaces for teams or projects
• Analytics and progress tracking
• Brand customization during onboarding
• Phased implementation with dedicated Client Success manager

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Yes

Dedicated Client Success manager, customer support via email ([email protected]), onboarding training videos, help center

Phased implementation with stakeholder engagement, platform customization, brand integration, and staff and member onboarding via virtual or in-person launch event, training videos, and help center