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Professionalize Your Family Office

Tailored Wealth, Century-Long Control

Your family office is unique. iPaladin’s operating system masters complexity with precision, centralizing wealth management for a 100-year outlook. Founded by fiduciaries. Built for fiduciaries.

Protected by U.S. Patents

Trusted by 160+ Families for 14 Years

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See iPaladin in Action

Streamlining Operations

You can streamline your family office by centralizing data, files, processes, and compliance into one system. Start with normalization: align inconsistent formats, remove duplicates, ensure accuracy, and design efficient processes. Map current operations, eliminate inefficiencies, and align procedures with your goals. This creates a strong foundation for a Unified Operations Hub, boosting efficiency and compliance. Our service team supports you, simplifying the process under your strategic oversight.

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Unified Platform for Generations

With a unified system, iPaladin’s Digital Family Office™ (DFO) becomes your Single Source of Truth (SSOT) across generations. Unlike error-prone trackers and disjointed files, it integrates capabilities with Control, Consistency, Accessibility, and Trustworthy data. Define a permissioned network with role-based access for family, staff, advisors, and providers, ensuring they see only what’s needed. This fosters collaboration, delivers consistent data for decisions, and automates workflows with a full audit trail, institutionalizing compliance, risk management, and trust.

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Future-Ready Office

With iPaladin’s DFO, you can create a smarter family office that outgrows fragmented tools, securing operations for current and future stakeholders. Its unified system provides a transparent history, letting newcomers self-train, continue past work, and grasp decision contexts, ensuring seamless evolution across generations.

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Outcomes of Institutionalization with iPaladin

GOVERNS Investment Committee processes, Trust Distributions, Board Resolutions. ENABLES principals, staff, and external advisors to work from the same playbook. EMPOWERS 100-year legacy structures, intergenerational wealth stewardship. FACILITATES faster conflict resolution, backed by system-of-record clarity. MITIGATES tax compliance risks, cybersecurity threats, and institutional knowledge loss. UNLOCKS governance sustainability, asset expansion, and evolving mandates.

Institutionalization with iPaladin

Institutionalize Your Family Office

Your expertise powers the family office—but the data—co-owned assets sprawling across companies and trusts, layered with intricate details like co-investing or tax-split entities—spills beyond your control onto email and to-do lists. How long can you sustain this hidden burden?

The challenge of mastering your family office lies in managing its complex data. The graphic below contrasts three outdated strategies, revealing that they leave 64-87% reliant on your mastery, effort, and know-how. Fragile integrations, that are inefficient, opaque, and increase risk with incomplete data, can't compete against iPaladin’s proven 100% unified Digital Family Office™.

Tech Strategies Compared - Institutionalization

The Last Family Office Platform You'll ever Need

Because generational wealth demands more than spreadsheets and trust—it demands a system built to protect it.

iPaladin is the only system designed to master your complex, multifaceted data—spanning co-investing, disregarded LLCs, and tax-split trusts—beyond the limits of outdated tools. Institutionalize once—scale for decades. With 14+ years and 160+ clients, we deliver a unified platform, eliminating manual gaps and ensuring a reliable foundation for your team and successors.

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Tested. Trusted. Proven.

How leading families are institutionalizing trust, continuity, and control with iPaladin.
Our Legacy

The 100 Year Bet

After discovering that 97% compliance wasn’t enough, a sixth-gen family office overhauled everything. Their transformation shows why legacy demands more than conventional tools—it demands structural change.

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Breaking the Security Paradox

When Jen Ayers, a cybersecurity exec at CrowdStrike, entered the family office world, she saw more than gaps—she saw a system built to fail. Her shift from enterprise security to family office innovation exposes why traditional models don’t just miss the mark—they multiply the risk.

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Institutionalized by iPaladin. Accelerated by Canoe.

(CASE STUDY COMING SOON) iPaladin transformed Third Lake into a structured, institutional model. Canoe amplified it with automation, reducing manual work and audit costs while boosting transparency and family trust. Together, the systems saved an estimated $250,000 annually in staff time and cut audit costs by 50%.

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Breaking the Complexity Trap

Richard Reese, former CEO of Iron Mountain, revolutionized record management for global enterprises. Now, faced with the chaos of family office systems, he’s doing it again—proving structure isn’t a luxury, it’s a necessity.

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