Your office gets simpler. Your record gets stronger.
iPaladin is the system a family office runs on: every decision, the authority behind it
and the reason for it, recorded across every entity, document and obligation you govern. AARK™
supports the work like an analyst, paralegal or controller, and takes no action until your team
confirms.
For single family offices, multi-family offices, and the firms that deliver family
office services.
Financial systems report what your wealth is worth. None hold your decisions.
Accounting keeps the books. Investment teams report portfolio performance. Both are needed,
and both change daily: the books at close, performance every morning. What does not change is what you
signed, who was allowed to decide it, and what was actually done.
iPaladin is an enterprise information management system, and the
first one built for a family office.
The same five things, two ways. Switch between them.
In shortIn practice
01
The document
Filed by whoever received it
A signed agreement sits in a folder, or an inbox, or both. Whether it is the current version depends on who you ask.
02
The decision
Made in a call, remembered by two people
An approval happens by phone or text. It is real, and there is no durable evidence of who gave it or on what basis.
03
The obligation
Tracked in a spreadsheet someone maintains
Filings, distributions and reviews live on a list. When that person leaves, the list is inherited without the reasoning behind it.
04
The proof
Assembled afterwards, under pressure
When the IRS asks, or a trustee is challenged, someone reconstructs the last decade from email and memory.
05
The person
Whoever happens to remember
The knowledge sits with one administrator, one controller, one advisor. It is real, it is unrecorded, and it leaves when they do.
What it costs you now
A family office is expensive to run. Done right, it is also a business.
A well run office costs millions a year to operate. Whether the family deducts that comes
down to the record, and the record is usually the one thing nobody set up.
Not because anyone did anything wrong. The work got done, and nobody wrote down who did
it, for whom, on what date.
That used to be a filing inconvenience. Under the 2025 tax act it is money. Section 212
is closed. Section 162 is the path that is left, and it is open to a family office that operates as a real
business.
In Lender Management v. Commissioner, the Tax Court did not read the operating
agreement. It looked at how the office actually ran. Five things.
What the Lender court looked atOpen for what the record produces
Every task time-stamped, assigned, and attributed to the person who did it.
The work itself, captured at the point of action rather than described afterwards.
A separate Collection per person and per entity, each with its own record and permissions.
Append-only history, reconstructable as of any prior date.
Compliance obligations running on schedule, entity by entity, with a record when each completes.
Your attorney and CPA set up the structure. Nobody sets up the system to run it.
That is on the office, every day, for a decade.
A controller retires. A new administrator reads last year's memo without the context that
produced it. Ten years in, nobody can say why a decision was made.
“Without a framework, my daughter's just going to be reading some partnership PDF. And if she's
lucky, there might be handwritten notes in the margin.”
Lender asks for proof of continuous, individualized, documented business conduct.
iPaladin does not file the operating agreement away. It extracts the compensation model, the ownership
terms and the sleeve structure, and holds them as governance logic the system runs on every day after.
The meaning does not live in whoever is in the chair. It lives in the record, the same on
day one and on day 3,650.
None of this is new work. It is what good fiduciary administration has always looked
like. iPaladin was built to that standard in 2010, seven years before the Court described it. Your team
keeps working. AARK™ brings each person the step that is due, they say yes, and the record is
already made.
The office gets simpler. The record gets stronger. Same system.
One system. Three people who need different things from it.
Open the one that describes you.
Ask a question about anything you own and get the answer in thirty seconds, without asking
anyone to go and find it.
Approve and sign from wherever you are, with the same weight as your desk. Send a document into
the office in one tap and watch it until it is filed.
Your successors inherit a system already running the next thirty years of known work, not
somebody's memory.
One entity in one view: who owns it, what governs it, what it owes, and every dated action
taken on it.
AARK™ proposes the filing, the tasks and the downstream work. Four things are checked before
anything moves, and a named person confirms.
More than 150 pre-built compliance templates across entities, tax, trusts, investments, real
assets, philanthropy and operations.
Before the meeting, the full position across every entity: what is held, what is committed,
what is in motion.
After it, record the commitment and assign the follow-on work from where you are, so the
decision reaches the record while it is still exact.
Recurring obligations run as live policy, each step named, assigned and dated.
Proved, not promised.
"How do you make these decisions when the first generation is gone? If you don't leave
a foundation of good information and a good historical record, even good people will have a hard time
making good decisions."
Richard Reese
Former CEO & Chairman, Iron Mountain
"If I were attempting to learn all that I had to learn about this family from my prior
institution, it probably would have still been three to four months before I was able to be up and
running to the level where I am now."
iPaladin is an enterprise information management system, and the first one built for a
family office. The office's day-to-day work happens inside it: obligations extracted from the governing
documents, workflows that require a decision and an approval, actions carried out and recorded as they
happen. Entities, documents, decisions, approvals and obligations sit together and in context,
navigable as one structure, with authority explicit at every level.
Not document storage, a CRM, an ERP or a task manager. Those systems hold what the office has
already done. Nothing runs in them.
Financial systems report on the numbers. iPaladin manages the business: the decisions, the actions,
and the record of both.
AARK™ is agentic, not generative. It does not only draft and summarise,
it takes action inside the record, which is why the gate exists.
AARK™ does the work an analyst, controller and paralegal with nine to twelve years in a family
office would do. Your team talks to it in ordinary language: ask for a stock certificate, hand it a
subscription agreement, send it the payoff letter for a loan and it finds the loan, applies the rules
that govern it, and starts the payoff.
It cannot act on its own. Four things are checked before anything moves: whether it was allowed,
whether the person can see it, whether it is within the trust, and whether it is the right entity.
Then a named person confirms. Every finding cites the documents behind it, and nothing is remembered
without confirmation.
No. Your bill pay, accounting, tax and performance systems keep doing their jobs.
iPaladin holds the decisions behind them and feeds them what they need. It is the record of what was
agreed, decided, approved and done, not a general ledger and not a portfolio reporting tool.
Section 212 is closed. Section 162 is the remaining path for deducting family office
operating expenses, and it is open to an office that operates as a real business. The Tax Court in
Lender Management decided that on how the office actually ran, not on how it was formed.
iPaladin produces the evidence for all five findings as a by-product of the work.
Read the full standard.
In build, launching this quarter: MCP client and server, Asseta, SumIt, K1X, Abacus,
Addepar, Sage, QuickBooks, and custodian statement feeds from Fidelity and Schwab.
Your family's data is yours, held in an environment your office controls, and never
used to train anyone's models. Access is granted deliberately rather than by default, and the record
of what happened cannot be altered after the fact, including by us. Zero customer data breaches
since 2010.
We do not publish our architecture. Our Due Diligence Questionnaire covers it in full, from
background checks to AI controls, and is provided under diligence to offices in an active
evaluation. Start on the security page.
By complexity, not by what you own. The unit is the Collection: the complete
governance record of one person, entity, asset or liability. No charge per person, none on assets,
none for storage, and no separate AI bill. Family members, staff and outside advisors are unlimited
and free.
The schedule is graduated like tax brackets, so growing into a new band never reprices what came
before. Your first fifty Collections cost the most each; the five thousandth costs the least.
Multi-family offices add a one-time launch fee for each family, and every family's Collections join
the master count.
The full schedule is published, subscription bands, onboarding and ongoing
service plans, so you can count your own Collections and arrive at the same number we would.
A new office is days to operational. An office with a hundred entities and years of
history is months, not years. Our professional services team leads the structural work: we model your
family, entities, trusts, assets and ownership as they exist today, and migrate your documents into a
classified library. What your team supplies is access and confirmation.
Yes. Each family is a separate governed structure with its own permissions, and the
operational knowledge your team builds carries across the whole practice. iPaladin is also used by the
RIA, legal and accounting firms that deliver family office services.
Yes. Approvals and signatures carry the same weight as the desk, questions are
answered in ordinary language, and a document can be sent into the office in one tap and tracked until
it is filed. It is deliberately not the full record: a lost phone loses nothing.
See the mobile app.
