The Digital Family Office


  • iPaladin’s Digital Governance Environment provides a unique mental model system that visually organizes the digital family office to dynamically express how families own and hold their wealth.
  • Each family member and wealth unit is digitally replicated in an iPaladin Collection.
  • Professionals impose critical facts into each Collection such that its strategic purpose is expressive and intuitive.
  • Each Collection has its own custom workspace where every decision, action, record and communication is ordered and displayed to express status, scope, and type of work required to support that entity.


  • Workflow and compliance are managed in detail, so that “what to do and when to do it” is procedurally governed and understood. The scope, type and status of work can be naturally inferred for every entity, asset and liability.
  • Family Office leaders can easily view status of work progress, who’s doing what, how work is allocated, and consistency of best practices across the team.
  • Heuristic knowledge trains new participants as they can review how prior work was completed, visually seeing what information was relied upon, who was communicated with, and the preferred format of final work product.
  • iPaladin Smart Objects provide meta-knowledge of each action as critical facts about the family’s wealth.
  • Efficiency of time and memory are leveraged, freeing the minds of family professionals to focus on strategic planning, synchronization of work, management and audit.


  • Military grade security architecture creates a fortress of family protection.
  • Patent pending permission system digitizes a family’s internal privacy policy allowing the family office to govern confidentiality at each iPaladin Collection level.
  • Information is protected from loss as it is digitally recorded in iPaladin as its only copy and no longer stored only in the minds or systems of people engaged by the family.
  • Multi-factor authentication ensures that only the right people have access.