Trusted Family

Switch from Microsoft Team to Trusted Family

Outgrowing Microsoft Teams?
Trusted Family is the next step.

1. Outgrown Teams

While Microsoft Teams focuses solely on corporate communication, Trusted Family supports everything a family business needs to thrive.

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.

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
Trusted Family
Purpose
Team messaging and internal project work
Complete platform for family governance, communication, and continuity
Scope
Just communication
Governance, Next Gen education, archives, decision-making, secure storage, and more
Built for
IT-driven corporate teams
Family businesses, family offices, trusted advisors
“Thanks to the platform and Trusted Family’s guidance, we have been able to structure various aspects related to the family business, such as next generation training, mentoring, and organizing family meetings.”
— Jean-Christophe Gaasch
Gaasch Family
2. Structure & communication

From scattered messages to meaningful, structured communication.

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:

  • Private spaces for each board, council, or committee
  • Structured workflows for meetings, surveys, and minutes
  • A shared timeline for decisions and updates
  • Newsfeeds, chats, and polls that live where your governance does

So your communication (and everything that matters) is organized, accessible in one place, and aligned with your long-term goals.

“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. Security built for families

Trusted Family protects your family history, encrypts your data, and supports long-term continuity.

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.

Trusted Family gives you control, clarity, and peace of mind:

  • Role-based access tailored for family members, board directors, advisors, and staff
  • Granular permission settings per space, document, and user
  • End-to-end encryption, EU-based hosting, and full GDPR compliance
  • SOC 2 and SOC 3 readiness
  • Complete data ownership remains with you
Learn more about security ->
"We knew that Trusted Family had experience of working with families, but more importantly, valued security."
— Michelin Family
4. Smooth switch  

Switching from Microsoft Teams is easier than you think, especially with us by your side.

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:

  • Full migration of your folders, files, and naming structure
  • Role-based permissions and custom access set from day one
  • Setup of meetings, spaces, and governance workflows
  • White-glove onboarding for each user, from board to next gen

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

“When migrating from the old platform to the new one, good customer support is essential. Trusted Family understood this well and provided us with invaluable assistance, which greatly facilitated our transition.”
— Jean-Christophe Gaasch
Gaasch Family
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.

Will we lose our existing data when we switch from Microsoft Teams?

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

Do we need IT to manage the platform?

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

What if some members still want to use Teams?

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.

Is it secure enough for sensitive family matters?

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.

How long does onboarding take?

Most families are fully live within 2–4 weeks.

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.

What types of users can we invite?

All those you deem relevant to invite on the platform: family members, board members, trusted advisors, etc. Each with the right level of access.

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.

— What's next —
Let’s connect