About Us

The Digital Family Office®

Trusted by over 160 family offices worldwide for 14 years.

iPaladin is the only patented platform purpose-built to unify 100% of family office operations in one secure system, managing complex, multi-owner transactions involving family members, LLCs, and Trusts, with seamless efficiency and compliance.

Our Mission

At iPaladin, our mission is to collaborate closely with family offices to simplify shared family wealth, enforce 100-year governance plans, and preserve family legacies for future generations. Our patented technology and Professional Services team work together to unify 100% of family office operations in one secure platform. We gather all available data, identify what’s missing, and close operational gaps to deliver complete, end-to-end oversight. We transform manual, people-dependent work into streamlined and automated operations. With secure, tailored access, we ensure continuity, compliance, and scalability for fiduciary leadership.

Why We’re Unique

Fragmented systems—even with technology glue—capture only 30-35% of operations due to manual email processing and limited data management. Backed by a Professional Services team with over 100 years of combined fiduciary experience, iPaladin delivers a patented platform that unifies 100% of your operations in one secure system. We normalize your institutional knowledge alongside fragmented data, resolve gaps, and tailor access and permissions across all roles and functions.

Protected by U.S. Patent Nos. 10,789,572 and 11,631,051, our platform is the only one that natively manages complex, multi-owner, intra-family transactions without duplication, ensuring consistency, efficiency, and security.

With 150+ customizable workflow templates developed over 14 years, fiduciary leaders save hundreds of design hours and start from a proven foundation to tailor governance plans with precision. Custom tasks and compliance processes automate operations, provide real-time status updates, and offer visibility into both prior and next steps, ensuring every action is properly documented. Each transaction is preserved in an immutable digital history, retaining institutional knowledge for decades, even through staff transitions. Family members, advisors, and staff collaborate seamlessly, access permission-based reports, and self-train from prior work, enabling true continuity and scalability.

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 meeting the fiduciary standards and enterprise data management needs of industry professionals.

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.