Unlocking Excellence in Family Offices

This white paper dives into a detailed explanation of how iPaladin's Digital Family Office operating system provides a collaboration ecosystem that empowers professionals and the family to deliver greater clarity, consistency, and control over all elements of the family business.

It’s an age-old problem: when it comes to the management of their wealth, many families find they are forced to relinquish power rather than gain it. A reliance on networks of advisors, disparate forms of technology, and siloed working practices reduces the level of control and oversight the family has over its own wealth. And this has very real consequences: time and resources are wasted, data gaps and information silos emerge, and family relationships are put at risk through disputes.

It’s a challenge that the digital revolution should have solved but has, in actual fact, exacerbated. Swathes of digital records now reside in different formats, across multiple servers, and with varying degrees of access, control, and standardization.

Rather than taking a layer of functional work out of the equation, digitization has instead created a new headache for families and their professionals as they struggle to manage data integrity, fiduciary control, and governance. A headache the industry often refers to as friction.

Friction is more than just inefficiency, it’s risk. Risk of missed opportunities, but also the risk of introducing new and needless threats to the family ecosystem.

It was in recognition of this that I created iPaladin’s Digital Family Office - a collaboration platform that acts as a bridge between the operational and strategic layers of the family office. I firmly believe that collaboration is the antidote to friction and the key to unlocking excellence in family offices.

Below is a link where you can download our white paper that lines out how your family office can achieve excellence in three key areas: Decision Making, Document Management, and Security.

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"iPaladin is way more than a project management software. It really has changed everything for the better."

2022, Brad S., MFO Founder/CEO

"When we started using iPaladin we actually found a handful of errors that the previous teams didn't catch."

2022, Susan L., Principal Accounting Advisor

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"iPaladin is way more than a project management software. It really has changed everything for the better."

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