Trusted Family

Switch from Microsoft Sharepoint to Trusted Family

Your family deserves more than folders and filters.

1. Outgrown SharePoint

While Microsoft SharePoint stores documents, Trusted Family supports your entire governance structure

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.

Trusted Family was designed with family businesses and family offices in mind. 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.

SharePoint
Trusted Family
Purpose
Corporate file storage and intranet
Unified platform for family governance, communication, and continuity
Scope
File sharing and basic workflows
Governance, communication, next gen onboarding, secure storage, education, and more
Built for
Corporate teams with IT support
Family businesses, family offices, trusted advisors
“We strengthened the links between the members of a family that is getting bigger with each generation.”
— Charles Banzet
9th generation of a French Industrial Group
2. Real governance

From shared folders to structured, secure governance

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:

  • Dedicated spaces for boards, councils, and committees
  • Smart workflows for meetings, approvals, and signatures
  • Structured permission levels based on role, not guesswork
  • Secure collaboration for family members and advisors alike
  • Highly secure vaults to store and share sensitive documents

So nothing slips through the cracks and everyone stays aligned.

The structuring, securing, traceability, and archiving of the documentation and information that was mainly shared via email has always been a challenge. Trusted Family helps us manage those aspects of communication.
— Catherine Noël
3rd generation member at NomaInvest
3. Trusted access

Keep your legacy safe by controlling who sees what

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.

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:

  • Role-based access for family members, board members, and trusted advisors
  • EU-based hosting, with end-to-end encryption and full GDPR compliance
  • Granular permission settings for groups, documents, and even folders
  • One-click onboarding and removal, with a full audit trail of every action
Learn more about security ->
4. Smooth switch  

Migration from Sharepoint to Trusted Family is fast, highly secure and fully supported by our team

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:

  • Secure transfer of documents, folders, and sensitive data
  • Preservation of your existing structure with tailored access rights
  • Setup of governance spaces like boards, councils, and committees
  • Step-by-step onboarding for every user, at every level

Most families are fully up and running in just 2 to 4 weeks.

“Our migration team at Trusted Family made the process easy to navigate and got our systems moved without interruption during our busiest week of the year.”
— Susan Ward
Executive Board and Family Administrator at Bush Brothers & Company
5. With you all along

Our team has already helped onboard 200+ families.

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.

Trusted Family Team in a playgroundTrusted Family Team on a boat

Our Success Team is with you every step of the way:

  • Personalized onboarding for each user group
  • Strategic guidance tailored to your governance structure
  • Best practices drawn from 15+ years of working with families
  • Real people who actually know you and understand your specific needs

Meet the success team ->
“Your team created a first-class experience centered around productive conversation. We’re proud to have Trusted Family as part of our future.”
— Noah K. Hannon
COO, Synovus Family Office
Your most important questions answered.

Is Trusted Family secure?

Yes. We use enterprise-grade encryption and security protocols, specifically tuned to protect sensitive family data. We are GDPR compliant and SOC2 and 3-ready. For more detailed information about our security measures, click here.

Will we lose any data?

No. Our onboarding team will work with you every step of the way to ensure a smooth and secure migration.

Do users need to be tech-savvy?

Not at all. The platform is easy to use, intuitive, mobile-friendly and accessible to all generations.

Can we keep using Outlook or Teams too?

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.

Can we customize the platform?

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.

Is Trusted Family only for large family businesses?

Not at all! Trusted Family is designed for businesses of all sizes, from small family-run firms to large multigenerational enterprises.

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