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Description
The family oversees one or more active enterprises and typically maintains commercial real estate to bolster its business activities, while also holding passive stakes in related ventures, managing inter-company loans and guarantees, and acquiring valuable personal assets such as art and automobiles. Following the passing of the family's wealth creator, the legacy holdings are now under the stewardship of the second generation, whose members have utilized the family's resources to establish their own businesses and pursue personal investment interests. An extensive estate plan is in place to ensure benefits for the third generation and beyond, reflecting a commitment to long-term wealth preservation. The management of the family foundation now requires greater attention compared to the first generation. The family's wealth, which was amassed through a significant liquidity event, is strategically placed in various trusts benefiting children and grandchildren, while the family opts to invest its cash in a well-diversified portfolio that prioritizes both direct and alternative investment opportunities. As the family evolves, the focus on strategic growth and investment diversification continues to shape its financial landscape.
Description
A simple solution to safeguard, organize, and streamline your most valuable information is now available. Everything necessary to ensure your family is organized and ready can be found in one convenient location. Keep essential documents like family IDs and vaccine cards easily accessible. Manage and distribute family passwords effectively. Create an inventory of valuable items for insurance purposes. Document your financial accounts and investments comprehensively. Benefit from automated reminders to ensure everything remains current. Securely store estate and legal documents while inviting family members and trusted advisors to collaborate. As many families are geographically dispersed, important legal, financial, and medical documents often become fragmented across various filing systems and digital platforms. Furthermore, as the amount of digital information increases, it tends to be stored in multiple locations, making management challenging. This is where Trustworthy steps in to assist you. Designed to handle everything from minor tasks like renewing your passport to significant undertakings such as estate planning, Trustworthy ensures that you and your family are fully equipped for any situation that arises. In an increasingly complex world, having all your critical information organized in one place provides peace of mind.
API Access
Has API
API Access
Has API
Integrations
Better Business Bureau (BBB)
Norton 360
TrustedSite
Pricing Details
$2000.00/year
Free Trial
Free Version
Pricing Details
$120 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Complex Interests
Founded
2012
Country
United States
Website
complexinterests.com
Vendor Details
Company Name
Trustworthy
Country
United States
Website
www.trustworthy.com
Product Features
Product Features
Password Management
Credential Management
Multifactor Authentication
Password Generator
Password Reset
Password Synchronization
Single Sign On
User Management
