iPaladin | The Digital Family Office Software Solution
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  • Centralize the Vital Information and Activity that Powers your Family Office

    iPaladin's Digital Family Office platform frees up the time and energy to create opportunity,
    reduce risk, and preserve institutional knowledge.

Your most precious resource is nonrenewable

Have you ever stopped to question the negative impact that inefficient communication and workflow systems are having on your team’s ability to deliver strategic value? The most valuable resource in a family office ecosystem is the capacity of its people to focus their attention effectively.

A well-crafted Digital Family Office™ ecosystem minimizes cognitive distractions and increases a strategic focus. Communication is contained contextually within an encrypted environment, mitigating the requirement to constantly monitor general purpose accounts and optimizing internal processes and controls.

iPaladin’s Digital Family Office™ platform enables a simpler more convenient way to scale the growing demands of a modern family office, providing the transparency necessary to evaluate utilization and performance of all resources.

A platform that connects your whole team to value

The modern digital landscape is saturated with tools that claim to connect us to our teams and to our work. Many of these, however, are single-service tools with multiple features that help with a few key tasks but are ineffective at focusing internal and external roles on delivering valuable services in a productive way.

iPaladin was architected with a services-first model that provides each member of the team the tools they need while supporting collaborative workflows. Whether you are a family office executive, family-member, external advisor or support staff, iPaladin provides solutions curated to your needs so that you can focus on the successful management of your family office.

Select your role to find out more.

Family Office Leaders

Family Office Advisors

Wealth Creators

Family Office Staff

We so often emphasize how much better communication and information sharing have gotten, that we forget to ask, "is my technology truly serving my family office?"

Jill Creager

Digital Family Office™ Platform for the Modern Family Office

iPaladin’s Digital Family Office™ platform provides a better way to manage a family office. Its unique infrastructure enables diverse ecosystem activity to be orchestrated around one source of truth to mitigate risk, materialize efficiency and promote the strategic governance of generational wealth.

As the complexity of a family’s wealth increases, availability to accurate information decreases. The volume of information relevant to a generational family and their wealth continues to grow faster than disparate systems and antiquated tools can adapt to manage. A future-proof infrastructure is no longer a luxury for the family’s expert advisors.

iPaladin’s blockchain technology surfaces the DNA of the family’s decisions, plans, contracts and agreements, making is easier to scale growth and realize organizational and governance efficiencies, without compromising accuracy, accessibility or security. Professionals can augment their services with technology, freeing up time and energy to create more opportunities and preserve the family’s institutional knowledge for generations to come.

Digital Family Office Benefits


Family Office Ecosystem Governance

Family Office Ecosystem Governance

Consistent centralized governance system to scale the management and oversight of private wealth. With virtual access, all roles and functions can be decentralized among a diverse family office ecosystem to empower each family member, external advisor and staff member to work with a more strategic focus.

Knowledge Interface

Knowledge Interface

iPaladin enables successors to step in where their predecessor left off, ensuring the preservation of institutional knowledge. iPaladin’s permission system adapts naturally to different levels of responsibility to account for all roles and responsibilities in order to keep everyone informed and efficiently engaged on a need-to-know basis. You’ll spend less time finding what you need and more time on strategic focus with contextual, fact-based records and proactive lists, automatically refreshed in real time.

Family Ownership

Family Ownership and Control

In this age where digital surveillance has become a norm, rest assured that no one else will have access or claim to your family office. iPaladin acts in your best interests, setting new standards for zero knowledge technology platforms for family offices.

Military-Grade Cybersecurity

Military-Grade Cybersecurity

iPaladin is a full-stack private knowledge blockchain system deployed within a military-grade AWS cloud environment. We utilize multiple tiers of protective infrastructure, including security systems and data storage facilities, that are fully automated using industry standard deployment orchestration tools. This provides the flexibility to redeploy a fully functional working copy of the iPaladin environment in a new AWS availability zone in a matter of hours in response to a cyber-attack, capacity or other availability challenges

Get in touch

iPaladin welcomes your contact. We look forward to learning about your family office and being a valuable partner in transforming your business.