Why iPaladin

Helping you take control today to make your wealth last for a lifetime and beyond.

Our Unified Approach

At iPaladin, our mission is to work closely with family offices. We simplify shared family wealth, enforce 100-year governance plans, and preserve family legacies for future generations. Our patented technology (U.S. Patent Nos. 10,789,572 and 11,631,051) and Professional Services team unify all family office operations in one secure platform. We collect all available data, find what’s missing, and fix gaps to deliver 100% oversight from start to finish, far beyond 30-35% coverage of fragmented tools.

We turn manual work that relies on people into smooth, automated processes, replacing the complexity with one system for less work, less risk, and the same data available to everyone. With secure, custom access, we ensure ongoing operations, rule-following, and growth for leaders with trust duties.

Credible Backing

iPaladin is the only platform built on patented infrastructure (U.S. Patent Nos. 10,789,572 and 11,631,051) designed to unify documents, workflows, responsibilities, and approvals within a single, structured system. Other tools simulate structure, but depend on middleware, third-party layers, or staff vigilance to hold things together. That’s not sustainable. And it’s not legally protected.

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Family Office Clients

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Years of Fiduciary Experience

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Customizable Workflows

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Yearly Admin Hours Saved

The Digital Family Office®

You’re not choosing a vault. You’re choosing what kind of future your family office can have. We encourage every office to ask the hard questions before adopting a system, because this space is still forming. What wins now will shape what’s possible for decades to come. This isn’t about competition. It’s about integrity. We built iPaladin to carry the weight of real operations across generations. We stand behind what we’ve built, and we protect what this category can become. Sticking with fragmentation can cost more in errors, poor decisions, and lost talent than adopting a proven unified solution.

Our Professional Services team has over 100 years of combined fiduciary experience. They support iPaladin’s patented platform, which brings together all your operations in one secure system. We align your institutional know-how with your disjointed data, identify gaps for resolution, and tailor access and permissions for every role and task. Bring all data into one secure platform for 100% coverage. Streamline processes with custom templates and real-time updates. Save transactions in a permanent digital record for decades of continuity. Split systems—even with tech fixes—only cover 30-35% of operations because of manual email handling and poor data control.

Meet Our Founder & CEO

Jill Creager, a former attorney, banker, and family office executive, founded iPaladin in 2010 after experiencing firsthand the chaos of fragmented and incomplete enterprise data as COO of a single-family office. A member of The Florida Bar since 1995 and recognized by Private Asset Management Magazine and Family Wealth Report, she envisioned a patented platform that meets the fiduciary standards and enterprise data management needs of industry professionals, like the ones you’ve relied on to build and protect your family’s wealth.

Her vision drives iPaladin’s Professional Services team to collaborate closely with family offices, overcoming email-based work habits that lead to incomplete data and knowledge loss. iPaladin replaces them with structured, automated workflows and self-serve access that capture institutional knowledge for fiduciary compliance, continuity, and scale.