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SharePoint is a familiar tool in the corporate world, but it was never designed with family businesses or family offices in mind. It assumes your team is made up of IT professionals, not family members, board directors, or advisors. What happens? Low adoption. Misplaced documents. Permissions that never seem quite right. And a system no one is excited to use.
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Trusted Family was designed for families by families. Our founders come from family businesses themselves, so they built a platform that directly addresses the needs of family members, board directors, and advisors, not just IT teams. Plus, it goes far beyond file storage, with features for governance, communication, and engagement. The result? Higher adoption, clear roles and better alignment.
Managing governance on SharePoint often means switching between Outlook, PDFs, Teams, cloud folders, and plugins, with no single source of truth. With SharePoint, information lives in files. But what about decisions, votes, minutes, resolutions, and family council updates?
Trusted Family brings clarity with:
So nothing slips through the cracks and everyone stays aligned.
On SharePoint, access control depends on IT teams and complex permissions. Mistakes happen. Offboarding is slow. And sensitive information can land in the wrong hands.
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Trusted Family was built for families who need clarity and control, not technical complexity. Every user sees only what they’re meant to and nothing more:
Migration can feel overwhelming, but our team makes it seamless. We handle the heavy lifting so your family, office, and advisors can stay focused on what matters.
Here’s what we take care of:
Most families are fully up and running within a couple of months.
Trusted Family was created for families, by people who understand them. We know what it takes to engage multiple generations, simplify governance, and ensure long-term adoption.
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Our Success Team is with you every step of the way:
Yes. Security is at the core of our value proposition. We use enterprise-grade encryption and security protocols, specifically tuned to protect sensitive family data. We are GDPR, SOC2 and 3-compliant. For more detailed information about our security measures, click here.
No. Our onboarding team will work with you every step of the way to ensure a smooth and secure migration.
Not at all. The platform is easy to use, intuitive, mobile-friendly and accessible to all generations.
Yes, you can, but we don’t recommend it. The real strength of Trusted Family is having everything centralized in one secure environment. When documents, decisions, and updates are scattered across tools like email or chat, important information can get lost or overlooked. With Trusted Family, everything is structured, traceable, and protected by enterprise-grade encryption, which is far more secure than emails.
Absolutely. Trusted Family is built to reflect your family’s values and identity. You can customize your platform’s logo, colors, and URL, tailor the layout of each space, and set detailed permissions so every user sees what’s relevant to them.
Not at all! Trusted Family is designed for businesses of all sizes, from newly formed single family office to large multigenerational enterprises.
