Why iPaladin

We eliminate fragmentation to ensure your wealth operates with precision across generations.

Our Unified Approach

Family offices lose millions to operational gaps. We fix that. Our patented infrastructure unifies 100% of operations, from governance to execution, in one legally protected platform. No middleware. No workarounds. No hoping fragmented tools will hold together.

We eliminate people-dependent processes that create institutional knowledge loss. The result: complete operational oversight, fiduciary compliance, and automated systems that scale across generations.

The proof is in performance:

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.

Real families. Real results. Real operations running at enterprise scale.

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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 software. You’re choosing operational integrity.

Every family office faces the same choice: accept fragmentation or demand unification. Fragmented operations cost families more than failed investments. They cost institutional knowledge, compliance failures, and generational continuity.

We built iPaladin because the stakes are too high for workarounds. Our platform carries the operational weight that determines whether family wealth survives transitions or dissolves in chaos.

The choice shapes decades of outcomes. Choose accordingly.

Our Professional Services team brings 100+ years of combined fiduciary experience to eliminate the operational gaps that fragment your family office.

We don’t just implement software. We work with your existing processes to identify gaps and systematically remove them. The results: 100% operational coverage where fragmented systems leave you with 30-35% visibility.

Our team aligns your institutional knowledge with unified data architecture. We build custom workflows that capture every decision, approval, and responsibility in permanent digital records. No more email-dependent processes. No more knowledge walking out the door with departing staff.

The outcome: Decades of operational continuity backed by legally protected infrastructure.

Meet Our Founder & CEO

Jill Creager built iPaladin after watching operational chaos destroy institutional knowledge as COO of a single-family office. A former attorney and banker with Florida Bar membership since 1995, she recognized that fragmented systems weren’t just inefficient, they were fiduciary failures.

Recognized by Private Asset Management Magazine and Family Wealth Report, Jill designed iPaladin to meet enterprise-grade fiduciary standards. The platform eliminates the email-dependent workflows that cause knowledge loss and compliance gaps.

Under her leadership, iPaladin’s Professional Services team systematically replaces manual processes with automated workflows that capture institutional knowledge for fiduciary compliance, operational continuity and generational scale.