Revolutionizing Family Office Management

How Visionary Leaders Solve the Complexity Crisis

Access Webinar recording

Transform Your Operations. Eliminate Fragmentation. Build Lasting Excellence.

Your current systems weren't built for today's challenges. Legacy tools and fragmented processes are creating compound risks that threaten generational wealth. Learn from four visionary leaders who shared how they've answered these challenges through fundamental transformation rather than incremental change.

As you consider your operations' future, ask yourself:

  • Can your current architecture eliminate dependency on individual heroics?
  • Does your security strategy address vulnerabilities at system integration points?
  • Can you scale operations without proportional headcount increases?
  • Is your governance framework truly sustainable for generations?

This recording took place on January 30th, 2025, at 2 PM EDT. As such, any data points referenced within the recording are as of that date.

Expert Panel

Richard Reese
Former Chairman & CEO, Iron Mountain
After pioneering document security for millions of sensitive records, Richard revolutionized family office governance. Learn how architectural transformation eliminates document management challenges at their source.
Jen Ayers
Elite Cybersecurity Expert
From protecting nations to securing family wealth, Jen brings military-grade security expertise to family office operations. Discover why unified architecture isn't optional in today's threat landscape.
Rob Raich
President, 6th Generation Family Office
After multiple failed attempts with conventional solutions, Rob engineered exponential growth without increasing headcount. Learn how systematic thinking transforms complexity from liability into strategic advantage.
Jill Creager
Founder & CEO, iPaladin
Drawing on 30 years of trust and estate law expertise, Jill architected the first unified operating system for family offices. Learn how rethinking fundamental assumptions eliminates chaos at its source.
Moderated by
Preston Emery
Chief of Staff, iPaladin
As Chief of Staff, Preston directly supports iPaladin’s CEO in managing all business operations, both internally and externally.