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What is Trustworthy?

A straightforward way to protect, arrange, and enhance the management of your most essential information is now at your fingertips. You can find everything needed to keep your family organized and prepared in a single, convenient place. Important documents, such as family identification and vaccination records, can be kept readily available. You can efficiently manage and share family passwords, compile a thorough inventory of valuable possessions for insurance needs, and meticulously document your financial accounts and investments. Automated reminders can help ensure that all information stays up to date, while you can securely store legal and estate documents and invite family members and trusted advisors to collaborate. Many families face the challenge of having vital legal, financial, and medical documents scattered across various filing systems and digital platforms due to geographic dispersion. Additionally, as digital information continues to grow, it often becomes fragmented across multiple locations, complicating management. This is where Trustworthy comes into play, designed to assist with everything from simple tasks like passport renewals to more significant endeavors such as estate planning, ensuring that you and your family are prepared for any scenario. In a world that is becoming increasingly complicated, having all your crucial information consolidated in one location not only enhances organization but also brings a sense of security and tranquility. By utilizing such a comprehensive tool, families can help minimize stress and focus on what truly matters: each other.

What is Complex Interests?

The family manages multiple thriving businesses and typically owns commercial properties to support their operations, while also holding non-active interests in similar enterprises, overseeing inter-company loans and guarantees, and collecting valuable personal items like artwork and luxury vehicles. After the founder's death, the second generation has taken charge of the family's legacy assets, leveraging these resources to create their own enterprises and explore individual investment opportunities. A comprehensive estate plan is established to secure advantages for future generations, emphasizing a dedication to preserving wealth over the long term. The second generation now must dedicate more resources to the family foundation compared to the previous generation's involvement. Wealth accumulated from a major liquidity event is strategically allocated across various trusts that benefit both children and grandchildren, while the family chooses to invest surplus cash in a diversified portfolio that balances both direct and alternative investment avenues. As the family's journey progresses, their commitment to strategic growth and investment diversification remains a key factor in shaping their financial future, reflecting their adaptive approach to changing circumstances and opportunities. This ongoing evolution highlights the family's proactive stance in navigating the complexities of wealth management across generations.

Media

Media

Integrations Supported

Better Business Bureau (BBB)
Norton 360
TrustedSite

Integrations Supported

Better Business Bureau (BBB)
Norton 360
TrustedSite

API Availability

Has API

API Availability

Has API

Pricing Information

$120 per year
Free Trial Offered?
Free Version

Pricing Information

$2000.00/year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Trustworthy

Company Location

United States

Company Website

www.trustworthy.com

Company Facts

Organization Name

Complex Interests

Date Founded

2012

Company Location

United States

Company Website

complexinterests.com

Categories and Features

Password Management

Credential Management
Multifactor Authentication
Password Generator
Password Reset
Password Synchronization
Single Sign On
User Management

Categories and Features

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