Sustainability is key to survival and success in multigenerational families, particularly when transitioning from one generation to the next. However, many businesses do not know how to describe and understand what sustainability actually looks like for their organisation and how the value of sustainability can be used to engender the productive discussions that will lead to successful intergenerational transition.  Many family members do not understand their role in the business, or know the inner workings of the company. They do however know the extent and nature of their emotional conn ..read more

Forbes has listed Trusted Family as one of the best family office software globally. Empowering Family Offices Globally Our mission is to empower family offices worldwide with cutting-edge technology. Through our innovative cloud-based platform, we facilitate partnerships with nearly 200 family businesses and offices across 30 countries globally. With our technology at their fingertips, family offices can navigate the complexities of the global landscape with confidence and clarity. Promoting Transparency and Succession Planning Transparency and good governance are essential for the long-term ..read more

Whatever your role in your family business, whatever generation you’re in, and wherever you are in the world, using technology in some shape or form is going to be mandatory. In a world where cyber security issues and breaches continue to rise alarmingly while increasing in sophistication, it is the businesses that have the least protection that provide the greatest attack surface for malicious actors. This means that best-in-class security, whilst sometimes adding overhead, is not optional. Adding to the complexity of the situation, family businesses have perhaps even more inherently private ..read more

Family councils play a pivotal role in fostering unity, making critical decisions, and ensuring the longevity of family enterprises. Family businesses have specific challenges over and above traditional businesses and as they grow, it becomes imperative to equip family councils with modern tools and practices that align with contemporary challenges. The environment in which family businesses operate includes the following nuances: A blend of formal and informal interaction and communications, with personal and professional boundaries often blurring due to close family relationships A greater ..read more

Love it or loathe it, the world is now technology-based. Whatever your role in your family business, whatever generation you’re in, and wherever you are in the world, using technology in some shape or form is going to be mandatory. Making technology accessible and easy to use is key, and complex and cumbersome login and other security policies can become an impediment to the use of technology. However, in a world where cyber security issues and breaches continue to rise alarmingly while increasing in sophistication, it is the businesses that have the least protection that provide the greatest ..read more

INTRODUCTION There is ‘hard change’, which involves technology. There is ‘soft change’, which involves people. Changing governance through the use of technology requires a combination of both. Focusing purely on technology for the sake of it risks neglecting the needs of the people that will have to use it. Focusing purely on people risks insufficient rigour in the implementation of the new technology. Change intrinsically brings with it risks and challenges, and when it comes to family businesses, those can be further complicated by the multigenerational, multicultural nature of the business ..read more

Forbes has named Trusted Family one of the best governance software for family businesses and family offices. We believe that family firms of the future will succeed or fail based on the quality of their governance and the alignment of their owners. The most successful ones will be informed by the right information, available to the right people, at the right time. Our mission is to enable directors, shareholders, family members and advisors to communicate and collaborate effortlessly – from anywhere, at any time, on any device. We serve over 170 of the world’s most successful multi-generation ..read more

Dans cet épisode, Jonathan Chaignon accueille Sofia Vollmer de Trusted Family, plateforme qui facilite la communication et la gouvernance au sein des familles actionnaires. Selon notre autodiagnostic, 80% des répondants estiment que le fonctionnement de l’actionnariat n’est pas adapté au pilotage du projet d’actionnaires. Quelles en sont les raisons ? Quelles sont les bonnes pratiques ? Sofia partage les avantages et des exemples concrets de mobilisation des actionnaires grâce à une communication efficace. Elle évoque également les tendances actuelles en matière de gouvernance ..read more

A Family Office is all about providing a tailored, bespoke experience to the family. But while the sector as a whole looks set to flourish, if individual organisations are to live up to the high expectations of their client families they must offer exceptional levels of service. Hence, the question is: how does a family office extend that into the digital world? Technology tools, when properly implemented, can provide the personalization needed to create a greater sensation of comfort and higher satisfaction for the family. The right offering can demonstrate the value-add a family office provi ..read more

Most people are familiar with the concept of a tipping point, that magical moment when a threshold is reached that opens the floodgates. It can be a positive moment when enough pieces of a project come together that the rest of it seems to just fall into place. But it can also have a negative impact like when enough banks started defaulting, causing the U.S. housing market crash and subsequent recession in 2008.  Businesses face many tipping points in their journey; starting out small and reaching the point where they need to hire additional staff, expand to additional locations, take out ..read more