LinkedInยทThursday, 6 August 2026ยท20d ago
Your portfolio data and your family governance can finally sit side by side. Addepar, the global investment portfolio platform, is nowโฆ
Trusted Family
7,086 followers
Your portfolio data and your family governance can finally sit side by side.
Addepar, the global investment portfolio platform, is now integrated with the Trusted Family operating system.
๐ข๐ป ๐ฆ๐ฒ๐ฝ๐๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ฏ ๐๐ฒ ๐ฎ๐ฟ๐ฒ ๐ต๐ผ๐๐๐ถ๐ป๐ด ๐ฎ ๐ฐ๐ฌ-๐บ๐ถ๐ป๐๐๐ฒ ๐๐ฒ๐ฏ๐ถ๐ป๐ฎ๐ฟ ๐๐ผ ๐๐ต๐ผ๐ ๐๐ต๐ฎ๐ ๐๐ต๐ฎ๐ ๐ฐ๐ต๐ฎ๐ป๐ด๐ฒ๐ ๐ถ๐ป ๐ฝ๐ฟ๐ฎ๐ฐ๐๐ถ๐ฐ๐ฒ.
What we will cover:
ย โ๏ธ How a live API sync brings portfolio performance and family governance into a single view
ย โ๏ธ Designing secure, permission-controlled portals for rising generations to engage with investments and governance
ย โ๏ธ Why automated data flows give family members real-time clarity on entities and trusts With Karel Tant, EMEA Head of GTM at Addepar, and Edouard Thijssen, Co-founder of Trusted Family.
Thursday, September 3 5:00pm CEST ยท 11:00am EDT ยท 8:00am PDT
โ Register via the link in the comments. Can't make it live? Register anyway and we will send you the recording.
โฅ 25๐ฌ 2โป 1
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