Microsoft Teams is one of many disconnected apps in the Microsoft suite, built to serve the needs of corporate teams. It focuses on internal communication... and nothing more.
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Trusted Family is different. It's a centralized, all-in-one environment built exclusively for family businesses and family offices. Within one secure platform, you can manage governance, share sensitive documents, engage the next generation, collaborate with board members, store family archives, and more.
More than a messaging tool, it is designed to reflect how families operate and help them withstand the test of time.
The result? A secure, structured platform where key stakeholders always know where to go, what to do, and how to move forward together.
Microsoft Teams wasn’t built for board meetings, voting, or family-wide updates. Conversations get buried, files are lost in disconnected threads, and there’s no clear record of what was decided, when, or by whom.
Trusted Family creates clarity and connection with:
So your communication (and everything that matters) is organized, accessible in one place, and aligned with your long-term goals.
Security in Microsoft Teams is designed for fast-paced collaboration in large organizations. But when it comes to preserving your family’s sensitive information, that’s not enough.
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Trusted Family gives you control, clarity, and peace of mind:
Migration can feel overwhelming. That’s why our team handles everything for you, so your family can stay focused on what really matters.
Here’s what we take care of:
Most families are fully up and running in 2 to 4 weeks.
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:
No. Our Client Success team will work with you every step of the way to ensure 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 meeting minutes, to-dos, 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 calls, emails and chats.
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.
Most families are fully live within 2–4 weeks.
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.
All those you deem relevant to invite on the platform: family members, board members, trusted advisors, etc. Each with the right level of access.
Not at all! Trusted Family is designed for businesses of all sizes, from small family-run firms to large multigenerational enterprises.
