Platform

Every entity, trust, asset and family member is governed as its own workspace.

A unit of wealth is an entity, a trust, an asset or a liability; family members are individuals, and may be married couples. Each one carries governing documents, obligations and authority, based on jurisdiction or residency, so each one gets a workspace of its own. That workspace is called a Collection.

Take any term and find it in the record.

A Collection open in iPaladin, showing the entity
panel with legal name, tax classification, formation date, governing documents, management, officers
and ownership to the percent, beside the open obligations and the document library.

One person opens the workspace and answers the question, without asking anyone.

Sixteen years in production, and seven of those before anyone was allowed to buy it.

iPaladin launched in 2010 and was developed iteratively against real family offices through the end of 2016. Only in early 2017, with the first patent filed, was it offered as a subscription.

2010Launched. First family office in production
2010–2016Seven years of iterative development inside working family offices. Not for sale
2017First patent filed. Offered as a subscription
2026Approximately 170 families. Four patents allowed on the core architecture, one further application pending, one pending on the agentic AI

Workflows, alerts, sequencing, approvals and the audit trail have run automatically since the beginning. What people supplied was judgment: reading the instrument, naming the manager, deciding where a document belonged, marking a step complete, changing the structure when the family's structure changed.

Sixteen years proved the machinery. The judgment stayed with people, which is exactly where it remains.

Whatever your family holds, the system already knows what it requires.

A revocable trust. An irrevocable trust. A limited liability company. An investment account, a partnership interest, a residence, a note payable. iPaladin offers seventy-two pre-configured Collection types, one for each kind of unit of wealth, refined across sixteen years and roughly 170 families. Nothing is designed from a blank page, and nothing waits on a configuration project.

Thirty of the seventy-two Collection types carry a full Lifecycle Management Plan, and those thirty plans cover roughly eighty percent of what a family office does. The remaining plans are being added.

What it requiresThe governing documents, the identity fields, and the evidence each field must be sourced to
What comes dueEvery obligation from inception to termination, with its timing and its owner
Who decidesWhich step a person must confirm, and under which authority
What ends itTermination, transfer, decanting or dissolution, and what each one requires

Every obligation the plan raises becomes one of four records, filed to the Collections the work concerns.

TaskA one-time action. The wire. The account opening

ComplianceA recurring responsibility. The annual filing, the quarterly reconciliation, the FBAR

EventA decision, captured at the moment of the decision, with the reasoning

DocumentA record carrying the full ledger of associated work

The plans encode thirty-three years of trusts and estates practice and sixteen years of running the work. Each one is versioned and inspectable, so the office can read exactly what the system is following.

The standard the work is measured against is written down, and it arrives with the system.

Complex work becomes simple, accountable and ready to audit.

A family office serves several family members, together with the entities and trusts holding that wealth. Each one is a separate owner, with a separate rulebook, a separate decision maker and separate obligations.

Under the section 162 standard after Lender Management LLC v. Commissioner, T.C. Memo 2017-246, whether a family office is carrying on a business for tax purposes turns in part on whether each client is served individually rather than as one pool, with the services actually performed and documented. Read the section 162 standard →

Pick a matter and follow it.

Four separate tasks against four separately governed owners, each with its own approval and its own record, is what individual service looks like in a record.

The workspace does the routing, so nobody hands work to anyone.

Sixty-five to seventy percent of family office work recurs. More than one hundred and fifty templates run it, applied across every Collection.

The same work, timed

A new LLC, in folders and spreadsheets

9 to 15 hours

The same LLC, by hand in iPaladin

3 hours

The same LLC, with AARK™

5 minutes

A capital call reaching one LLC and its three trust owners, one approval

7 minutes

Administrative work now performed by AARK™

20 percent

Nineteen sentences, said out loud and unprompted, by family office professionals.

Recorded during discovery conversations with offices evaluating iPaladin. Nothing here was solicited, and nothing here is attributed.

What the work feels like for the person holding it.

It's like a scavenger hunt every time. And I'm the go-to for whatever the question is.
I just know the path. And if I don't know where it's at, I know generally where to look.
They tell me to go to the e-room, and turns out the e-room is at the outsource attorneys.
I want to just double click and see the org chart, rather than go into the shared drive, and then I don't know which org chart is the most updated one.
I can't do my job to the best of my ability here if I don't have accurate information in one place.
I don't know where those papers are.

What happens between people, and between systems.

We need to go find the docs, read it, ask an attorney one or two questions, pay two thousand dollars for the question, and then give the response four days later.
It'll shoot out to a general email address, and then everyone plays a blame game when it comes time to push at the end of the month.
It's so fragmented. Half this knowledge lives in our CIO's email, half sits with our VP on the investment team, and the other half in corporate finance.
It showed an unfunded balance of five hundred thousand, and I knew that was a fully completed investment. It just wasn't entered. I've already found four that were incorrect.
We have a ton of entities, and just tracking those entities, understanding the subsidiaries and the parent companies and where they all ladder up, and who has the right operating document.
There's really nothing that brings everything together, or helps manage those disjointed processes.
The family keeps growing, and we're trying to keep everything manageable with adding minimal staff.

What the principal sees, and what happens when someone leaves.

We came across a GRAT, we found the document, and the spreadsheet was only half filled out. How did this end? We don't know.
I have been here almost sixteen years and I remember all the little details of the nuances. In about a year and a half I will probably be leaving.
Our principals get a glimpse at their holdings once a quarter, and by the time they get that glimpse, it's forty-five days late.
I'm creating a playbook for the death of G1. Like, what happens? These are the steps. This is who needs to sign things. This is who's in charge now.
I gave him access to my Google Drive. I said, if you can find it, have at it. He said, well, there's stuff missing.
I want something nimble, that if I don't like who I'm working with, or if they get hit by a bus, someone else can easily onboard.

Nothing your office already runs on gets replaced.

A family office runs on two kinds of system. Systems that hold numbers and produce reports, and systems that hold information about the family. iPaladin only touches the second kind.

Nine Financial systems stay exactly where they are

Portfolio accounting, partnership accounting, tax, the general ledger, trust accounting, expense, payables, investment risk and consolidated reporting. The books do not move.

Twenty-two Information systems come inside

Portals, file storage, content management, task tracking, statement and document aggregation, electronic signature, workflow tools and the integrator holding them together. All become one surface.

Twenty-two systems become one. The books do not move.

Investment diligence, family portal, board portal, office infrastructure and identity, family administration, content management, file storage, legal, tax documents, permanent files, foundation and grants, task tracking, statements and alternatives, alternative document aggregation, electronic signature, rebalance and trade, cash flow schedule, grantee portal, expense reporting, workflow automation, the integrator and character recognition.

Redrawn from a family office technology architecture published by an industry consultant in 2024, with product names removed. Categories only.

Questions we are asked first.

The nine systems that hold numbers and generate reports stay exactly where they are. iPaladin does not replace portfolio accounting, partnership accounting, tax, the general ledger, trust accounting, expense, payables, investment risk or consolidated reporting. The twenty-two systems that hold information come inside.

A document management system stores files and reports where the files are. A document management system does not know which entity a document governs, which obligations the document creates, who holds authority under the document, or what comes due next. iPaladin files each document to every Collection the document relates to, once, and carries the obligations forward.

A new office is days to operational. An office with a hundred entities and years of history is months, not years. Our professional services team leads the structural work: we model your family, entities, trusts, assets and ownership as they exist today, and migrate your documents into a classified library. What your team supplies is access and confirmation.

The record belongs to the family. Documents and data are exportable, and the family retains full ownership of everything put into the system and everything produced by it.

Access is named person by person, per unit of wealth, and it is set by the office rather than by the system. An outside attorney sees the entity they work on and nothing else. A family member sees what belongs to that family member.

It has been under continuous development since 2010, with seven of those years spent refining it inside working family offices before it was offered for sale. Four patents are allowed on the core architecture, with one further application pending.

iPaladin, the enterprise work surface for a family office.