Family Office Software Starter Kit

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Effective communication is essential to streamline a rapidly expanding family office.

As family offices grow, it becomes increasingly important to keep everyone on the same page and well-informed of important decisions and documents. The growing number of members, often spread across multiple locations, can make this process very challenging, resulting in more time being dedicated to organising daily business operations. But how is it possible to manage these members effectively whilst maintaining a simplified workflow?

Luckily, the development of innovative technology can provide helpful solutions. Various apps and technology systems allow family offices to successfully organise and streamline their workflow whilst operating on a global scale. For instance, video and conference calling has enabled individuals who are based on the other side of the world to attend meetings, whilst document management software allows various people to contribute towards projects and receive important information no matter where they are located.

We have compiled a helpful list which outlines some essential software solutions for you and your family office:

Zoom has a range of features which enables conferences and webinars to be conducted from across the globe. This can aid fluid communications across a family office, allowing everyone to stay in the loop.


Addepar handles all of your business assets, supplying you with detailed reports allowing you to streamline operations effectively. This enables family offices to expand as they can make more informed investment and business decisions.

Mention is a media monitoring tool which allows you to track specific keywords across various online platforms. This software will alert you when your company is mentioned on the Internet, increasing your awareness of your family offices online presence and allowing you to react immediately to any negative comments before they spread.

As Trusted Family was founded by two Belgium business families we understand how complex it can be streamlining the everyday operations of a growing family office. That’s why we have developed one platform which brings together a range of innovative management solutions.

The range of technological solutions makes organising meetings, signing documents and accessing private information effortless, whilst our support teams have over 10 years of experience, so you can access expert advice whenever you might need it!

Trusted Family knows how detrimental data breaches can be to a business, which is why we’ll never own or leverage data commercially. We also protect any data with the most up to date encryption software, giving our clients peace of mind when it comes to potential cyber attacks.

If you would like to discover more about how Trusted Family can provide effective management and security solutions then please feel free to contact us anytime!