Trusted Family for Advisors: A Platform Walkthrough for Your Client Projects

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Most family business advisors manage their client projects across a handful of disconnected tools: email, WhatsApp, SurveyMonkey, or Dropbox, creating unnecessary friction for advisors and clients alike. In this 45-minute session, Trusted Family co-founder Edouard Thijssen walks through how to consolidate your entire advisory workflow onto one platform, from initial client interviews to final deliverables.

What You'll Learn

• A practical framework for running a full advisory project on the platform, from first interview to final report
• How to manage 1-on-1 family interviews, surveys, sensitive document sharing, video updates, and client to-dos from a single workspace
• A step-by-step onboarding approach that gets new clients set up quickly and independently
• Concrete examples from active advisor engagements you can adapt to your next client project