Unifying wealth performance and family governance [Addepar x Trusted Family]

When you're managing wealth across generations, financial performance and family governance rarely live in the same place. Addepar now integrates with Trusted Family's operating system, so portfolio data and family context can finally sit side by side. Join our upcoming webinar to see the integration in action and explore what this could mean for your firm.

Register for the webinar to ensure live access. For all registrants, a recording of the session will also be available to watch back on demand.

Key discussion points:

• Data unification: How an API sync bridges portfolio performance and family governance into one view
• Next-gen access: Designing secure, permission-controlled portals for rising generations to engage with investments and governance
• Accelerated decision-making: Why automated data flows give family members real-time clarity on entities and trusts