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Industry Brief: AI is coming to your family office. Do you know what it can’t do–and what actually works? READ THE BRIEF

Your general ledger handles the accounting. Your performance systems handles investments.
What handles everything else?

 

The Digital Family Office Operating System

Protected by one or more of the following: US Patent. No. 10,789,572; US Patent. No. 11,631,051; US Patent. No. 12,314,903.

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iPaladin is where family office work actually happens.

Not a better way to connect your tools.

Integrations move data. Governance moves work.

Where Family Office Work Gets Done

If your family office does it, iPaladin governs it—and it's where the work happens.

Govern

Entities, trusts, assets, liabilities, family members, staff, advisors, and their authorities.

The system tracks what's due. You don't have to.

Work

Document management, secure collaboration, decisions, approvals, compliance.

You don't have to remember what's due. The system tracks it.

Preserve

Every decision, every action, every reason.

Stop wasting hours reconstructing what happened. Nothing depends on someone remembering.

AI Built In

Ask questions in plain language. Get answers with full context.

Set up entities in minutes. See what's due, what's missing, what needs attention.

Asset 4-1

AI pointed at fragmented data gives confident wrong answers. AI pointed at a governed system gives answers you can't trust.

The Structural Shift

Every tool, every advisor portal, every scattered document—fragmentation is compounding now.

And the people who hold it together won't be here forever.

Knowledge leaves with people.

The context behind decisions. The history of why things work the way they do. The answers to questions no one thought to document.

When someone leaves, the questions don't stop. The answers do.

Threshold

At a certain point, complexity stops being manageable and becomes structural.

Multiple entities. Decades of documents. Reliance on people who will leave. Personal fiduciary exposure. A need to hand forward a system, not just records.

 

Built for 100-Year Horizons

15+

Years. Zero data loss.

0

Breaches. Ever.

$80B+

Assets protected.

Over a decade serving 160+ family offices. Purpose-built, not adapted from enterprise software.

Defense-grade infrastructure. Your data stays yours. Always.

Security & Infrastructure Details

Two ways to start.

Evaluate on your own

 

What "good enough" actually costs you, and how to tell if it matters for your office.

 

Download the Brief

Have a conversation

 

30 minutes with someone who's worked with family offices for years. Bring your questions. No pitch—just a straight answer on whether what you're dealing with is typical, and whether there's a better way.

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