What Trusted Family does

Trusted Family, operating through Belgian-registered Younited S.A. (company number 0890.971.229), is a privately held SaaS company founded in 2007 by Edouard Thijssen and Edward Janssen. The company sells a single unified governance and collaboration platform branded familyOS, purpose-built for multi-generational family businesses (segmented as Rising Gen 2-3, Legacy Gen 4+) and single or multi-family offices. The platform consolidates Spaces & Collaboration, Documents & Vaults (including a distinctive Private Vault where end-users retain exclusive data access), Events management, Legacy & Generation tracking, Analytics, and Security modules into one integrated hub for family members, shareholders, board members, advisors, and business partners.

The underlying technology is a web and mobile cloud platform deployed on Linux-based infrastructure with logical data isolation per customer, daily backups, industry-standard encryption, and customizable access controls. The company is GDPR compliant and SOC 2 & 3 ready, with security and privacy positioned as primary differentiators for high-net-worth family clients. Distribution is primarily direct enterprise field sales via 'Book a demo' CTAs, supplemented by content marketing (Smart Governance, Family Office, Connect & Engage, Securing Tomorrow, Next Gen Rising guides), a community platform of 200+ families and 10,000+ members, and recurring multilingual events (English product tours, French-language webinars). Offices are located in Brussels (headquarters), Lisbon, and Austin, serving families across 35 countries.

The business model is subscription-based recurring revenue from annual contracts priced on a quote basis per family, with fees set in individual Offer of Services agreements, subject to annual CPI adjustment, 30-day payment terms, and tacit renewal with a 4-week termination notice window. Additional services (customization, integration, training, technical support, data import/export) are invoiced separately. Notable customers span Michelin, Solvay, Yves Rocher, Tabasco, Vermeer, Gilbane, De Kuyper, Ahlstrom, Kinsley, Gaasch Packaging, and NomaInvest. The company has no disclosed external funding, acquisitions, or leadership changes beyond its two co-founders.

Name

Trusted Family

Legal name

Younited S.A.

Website

https://trustedfamily.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Trusted Family provides familyOS, a subscription SaaS governance and collaboration platform for multi-generational family businesses (Gen 2-3 and Gen 4+) and family offices. It serves 200+ families and 10,000+ members across 35 countries from offices in Brussels, Lisbon, and Austin.

Ownership category

akta.pro rank

Product category

Family Business Governance Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Family Office Technology & Data (Portfolio, Reporting, Cybersecurity) (FSAAADAN)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Family governance software
• Board management software
• Family office technology
• Succession planning platform
• Secure document collaboration

Headquarters

HQ city

Brussels

HQ country

Belgium

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscription (Platform License): Annual subscription-based licensing for access to the familyOS platform. Fees are set in individual Offer of Services agreements, subject to annual CPI adjustment. The agreement renews tacitly unless terminated with 4 weeks notice before renewal. Invoicing occurs 20 business days after service start and 14 days before renewal.
2. Additional Services: Additional Services including customization/integration, user identification and password change management, data import/export, monitoring, technical support, maintenance, training and backup/recovery may be charged and invoiced separately per service offer.

Pricing tiers

Go-to-market motion3 records

Distribution channels1 record

Marketing channels5 records

Core offering

Trusted Family provides familyOS, a unified SaaS governance and collaboration platform built for multigenerational family businesses and family offices. The platform centralizes communication, document management, secure vaults, event planning, family tree visualization, succession planning, and analytics in a single secure web and mobile environment. It is sold primarily on an annual subscription basis with quote-based enterprise pricing and optional paid additional services for customization, integration, training, and support.

Product overview

Trusted Family offers a single unified platform called familyOS, designed specifically for multigenerational family businesses (Gen 2-3 and Gen 4+) and family offices. The platform provides an all-in-one solution combining Spaces & Collaboration, Documents & Vaults, Events management, Legacy & Generation tracking, Security & Privacy features, and Analytics/Insights. It serves as a centralized hub connecting family members, shareholders, board members, advisors, and business partners to facilitate governance, communication, decision-making, and succession planning.

Differentiator

Problem solved

Functional benefit

Brands

• familyOS: The core platform that bridges the gap between family and business, providing governance, collaboration, document management, events, and analytics tools for multigenerational family businesses and offices.

Products and services

• familyOS A unified SaaS governance and collaboration platform for family businesses and family offices that bridges family and business operations. It provides centralized communication, secure document management, event planning, family tree visualization, succession planning, and analytics in a single secure web and mobile environment, serving multigenerational family businesses (Gen 2-3 and Gen 4+) and family offices.

Quantifiable outcome

• Survey of 1000+ family businesses identified six key governance challenges addressed by the platform

Named customers11 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Scale indicators4 records

Recent moves2 records

Expansion highlights6 records

Emerging players

• Boardable: Board management software for nonprofits and member-based organizations, providing meeting workflows, document storage, and member directories. A smaller-scale alternative addressing similar centralized collaboration use cases Trusted Family solves for family governance.
• Convene (Diligent): Board portal software (now part of Diligent) offering meeting management, document collaboration, and voting for boards. Direct functional overlap with Trusted Family's board governance and document vault capabilities.
• Masttro: Consolidated reporting and wealth visibility platform for ultra-high-net-worth families and family offices. Operates in the same buyer segment (family offices) with overlapping pain points around information aggregation and reporting.
• Canoe Intelligence: Document and data aggregation platform purpose-built for alternative investments and family offices. Targets the same high-net-worth family-office segment with adjacent capabilities around document intelligence and operational reporting.
• OnBoard: Board meeting and governance software used by enterprises, nonprofits, and member-led organizations. Comparable in providing meeting workflows, document vaults, and voting — a niche competitor for governance seats at the board level.
• Asset Vantage: Wealth management and reporting platform serving family offices and high-net-worth investors. Operates in the same end-customer segment with complementary capabilities around portfolio aggregation and consolidated reporting.

Direct peers

• Carta: Cap table, equity administration, and governance platform for private companies, including many family-controlled and founder-led businesses. Comparable in serving governance and stakeholder transparency needs for closely held ownership structures.
• BoardEffect: Board governance and collaboration software for mission-driven and member-based organizations. Comparable to Trusted Family in providing centralized board communication, document vaults, and meeting workflows, though it does not specialize in family-business succession features.
• Addepar: Wealth management technology platform widely adopted by family offices and multi-family offices for consolidated reporting and portfolio analytics. Targets the same end customer (single/multi-family offices) with a complementary rather than overlapping product surface.

Broad incumbents

• Diligent: Largest pure-play board governance software provider (acquired Nasdaq Boardvantage and Convene). Offers board portals, entity management, and ESG/compliance tooling used by many large enterprises and family-controlled businesses — a broad incumbent against which Trusted Family must differentiate on family-specific functionality.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/TrustedFamily

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trusted Family