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Tips & tricks
Getting Started
Trusted Family on mobile
Intro to the platform
Join an existing platform
Understand roles & permissions
Using the Platform
Surveys
Groups
Family Tree
Document Management
Media Apps
Private Vaults
Messaging
Member Directory
Article Creator
Calendar
Newsletters
Newsfeed
Events
Your Profile
Access your account
Manage two-factor authentication (2FA)
Manage your profile
Adjust your notifications
Platform Administration
Customize your platform
Set up a new platform
Customize your family tree
Adjust settings & permissions
Communicate with members
Manage members
Configure access & security
Tips & More
Designs tutorials
Campaign Ideas
Trusted Family Webinars
Success strategies
Tips & tricks
Use Cases
Back to home
Help Center
Tips & More
Tips & tricks
Getting Started
Trusted Family on mobile
Intro to the platform
Join an existing platform
Understand roles & permissions
Using the Platform
Surveys
Groups
Family Tree
Document Management
Media Apps
Private Vaults
Messaging
Member Directory
Article Creator
Calendar
Newsletters
Newsfeed
Events
Your Profile
Access your account
Manage two-factor authentication (2FA)
Manage your profile
Adjust your notifications
Platform Administration
Customize your platform
Set up a new platform
Customize your family tree
Adjust settings & permissions
Communicate with members
Manage members
Configure access & security
Tips & More
Designs tutorials
Campaign Ideas
Trusted Family Webinars
Success strategies
Tips & tricks
Use Cases
Tips & More
Templates, campaign ideas and white paper to help you engage your members.
Designs tutorials
Design folder covers using Canva
Design a button for your newsletter
Design a Polaroid newsletter header
Design a simple newsletter header
Design custom images for your newsletter
Design titles for numbered sections in newsletters
Design folder covers using PowerPoint
Design a simple gradient footer for your newsletter
See more
Campaign Ideas
Family Fun Holiday Challenge
Campaign idea: 4 things you might not know about the platform
New Year Campaign Ideas
Trusted Family Webinars
Wealth of wisdom: the top 50 questions wealthy families ask by Tom McCullough and Keith Whitaker
Communication in times of crisis
Reaching beyond 100 years: preparing for continuity inhibitors for generational success by Susan Fulford
Success strategies
How to relaunch non active members?
10 tips for an engaging newsletter
Smart web resources to enrich your newsletter
Checklist to make your platform admin role easier
Content ideas for family engagement
Virtual success: a guide to planning online meetings
See more
Tips & tricks
How to generate a QR code from an item on your platform
Understanding content statistics
Create a Youtube Gallery
How can I find the Help Center
Get around faster with keyboard shortcuts
See more
Use Cases
How to create your guestbook
Manage family properties on the platform
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