---
title: iPaladin | What it costs
description: "iPaladin pricing: the median single family office pays $36,365 a year. See the published schedule, from a $7,500 floor to $61,500, and count it yourself."
---

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# The median single family office pays $36,365 a year.

The floor is $7,500. The ceiling on the published schedule is $61,500. Where an office sits depends on how many trusts, entities, assets and people it governs.

Pick the office closest to yours.

Getting organised

Single family office

Large estate

Multi-family office

What you govern

100

Each one is a Collection

Every year

$12,500

Everyone in the office included

Each one

$125

A year

A trust or two, a handful of entities, and the accounts and property beneath them.

Year one also carries onboarding, once, between $12,500 and $36,000 depending on the scope of the build.

[Schedule a conversation](https://www.ipaladin.com/contact?hsLang=en) [See the whole schedule](https://www.ipaladin.com/pricing#schedule)

1. [What you pay for](https://www.ipaladin.com/pricing#p-pay)
2. [The schedule](https://www.ipaladin.com/pricing#schedule)
3. [What changes it](https://www.ipaladin.com/pricing#p-changes)
4. [Year one](https://www.ipaladin.com/pricing#p-year1)
5. [Count it yourself](https://www.ipaladin.com/pricing#p-count)

## You are paying for one thing to outlast the person who knows it.

A Collection is one thing you own or govern. A person. A trust. An entity. An asset. A debt. Take one Delaware LLC.

What it is

A Delaware LLC.

Where it sits

Third tier, under your 1998 trust.

What we hold on it

Fourteen facts, taken from the nine documents that created it.

Who may touch it

Six people can see it. Two can act on it.

On whose authority

Each of those two named in the document that gives them the power, not by custom.

What has been decided

Every approval on it, dated, with the person who gave it and the reason.

What it owes

Six obligations, each already running on its own clock.

One thing. One Collection.

An entity and the asset it holds are two. Twelve brokerage accounts are twelve.

## The whole schedule, published, so you can check us.

Read across. The second column is what a Collection costs you on average once you hold that many. The third is what the next one costs. The fourth is the year's fee if your count sits exactly at the top of the band.

| Collections | Average each | Each additional | Fee at band top |
| --- | --- | --- | --- |
| 1 – 50 | $150.00 | $150 | $7,500 |
| 51 – 100 | $125.00 | $100 | $12,500 |
| 101 – 250 | $86.00 | $60 | $21,500 |
| 251 – 500 | $60.50 | $35 | $30,250 |
| 501 – 750 | $47.67 | $22 | $35,750 |
| 751 – 1,000 | $39.50 | $15 | $39,500 |
| 1,001 – 1,500 | $29.67 | $10 | $44,500 |
| 1,501 – 2,000 | $24.25 | $8 | $48,500 |
| 2,001 – 3,000 | $17.83 | $5 | $53,500 |
| 3,001 – 3,500 | $15.96 | $5.00 to $4.50 | $55,875 |
| 3,501 – 4,000 | $14.50 | $4.50 to $4.00 | $58,000 |
| 4,001 – 4,500 | $13.31 | $4.00 to $3.50 | $59,875 |
| 4,501 – 5,000 | $12.30 | $3.50 to $3.00 | $61,500 |
| 5,001 and above | Continues to fall | $3 | No band top |

Graduated, like tax brackets. Growing into a new band never reprices what came before.

Show the arithmetic behind $36,365

| Band | Collections in it | At | Adds |
| --- | --- | --- | --- |
| 1 – 50 | 50 | $150 | $7,500 |
| 51 – 100 | 50 | $100 | $5,000 |
| 101 – 250 | 150 | $60 | $9,000 |
| 251 – 500 | 250 | $35 | $8,750 |
| 501 – 750 | 250 | $22 | $5,500 |
| 751 – 791 | 41 | $15 | $615 |
| 791 Collections |  | $45.97 each | $36,365 |

The Census reports on families holding fifteen Collections or more, so that its figures describe an office in operation rather than a record still being built. This schedule counts every Collection you hold, from the first. Same unit, two populations.

## What changes the number, and what does not.

Open any of these for the detail. None of them change the schedule. Each one changes the figure you arrive at.

Your people Everyone is included, at no charge−

Every family member, every person in the office, every outside advisor. Unlimited, free, and never a fee per seat. One Admin is included; further Admins are $2,500 a year each.

There is a reason the model works this way. Admins are known to us. Everyone else exists only inside your encrypted environment, and we never see their names or their email addresses. We do not charge for what we cannot see.

What you sell or close The record stays, at your lowest rate+

When an asset is sold or an entity is closed, its Collection is not deleted. It stays in your structure, marked inactive, still governed and still searchable, because successors need to know not only what was decided but why. It stays in the count.

Because the schedule is graduated, keeping it costs your lowest rate. For an estate of 600 Collections, a closed entity's complete record costs $22 a year.

More than one family $350 once for each, then one shared count+

Each family added to a multi-family office carries a one-time launch fee of $350, covering its workspace and Admin access. That family's Collections then join the master count and price on the same graduated schedule, which is why the ninth family costs far less than the first.

Growth during the year Counted once a year, on your anniversary+

You are never metered as you go. We count on your subscription anniversary, and that count sets the coming year. Ordinary growth simply arrives in the next count.

One exception, and it is deliberately narrow. A new family, or growth from a single event such as an acquisition above the greater of 20% or 150 Collections, is invoiced during the year for the part of the year that remains.

How long, and how often Three years at these rates, one year at 20% more+

Everything published on this page is the 36-month standard term, paid once a year. A 12-month term is available at a 20% premium. Paying twice a year adds 10%, quarterly adds 17%, and those premiums never touch one-time fees. Fees rise 3% a year.

## Year one carries onboarding. After that, only what you ask for.

Our team builds it for you. Your family, entities, trusts, assets and ownership as they stand today. Your documents filed by what each one governs. The office set up to work the way you want. You supply access and decisions. You do this once.

| Onboarding | Investment |
| --- | --- |
| Compass | $12,500 |
| Keystone | $22,000 |
| Summit | $36,000 |

| Service plan | Each year |
| --- | --- |
| Compass | $5,000 |
| Keystone | $10,000 |
| Summit | $15,000 |

For the median office above, year one is $58,365: the subscription of $36,365 and Keystone onboarding of $22,000. Year two is $36,365 again, and whatever service you choose.

If the count is higher No office has inventoried itself first+

The count on your Order Form is an estimate, and confirmed counts typically come in higher. You receive the confirmed count in writing when the modelling closes, and the subscription prices at that number. Because the schedule is graduated, the additional Collections price at your lowest rates, not the first band.

If the build needs more Quoted in dollars and approved by you, before the time is spent+

Onboarding buys team time, and time is consumed by real volume and condition. How far it goes is largely in your hands: how much legacy paper there is, how much training your team wants, how quickly decisions come back. If more is needed you buy it at the discounted plan rates, $150 to $400 an hour by seniority, rather than the ad hoc rates of $188 to $500. You are told before you are there, never after.

Compass and Keystone balances are used within the year. Summit balances carry forward one year.

## Count it yourself. Then bring the number.

Count instances, not categories: every family member you govern for, every entity, every trust, every account, property, policy and artwork, every credit line, mortgage and pledge. Add them. Apply the schedule. That is your subscription, and nothing on this page sits behind a form.

Thirty minutes against your actual structure is enough to test a count, and offices that have already counted get more out of the conversation. Most find more than they expected. [Open the printable worksheet](https://www.ipaladin.com/hubfs/iPaladin_Collection_Count_Worksheet_v2.pdf?hsLang=en).

[Schedule a conversation](https://www.ipaladin.com/contact?hsLang=en)

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iPaladin Holdings, Corp · © 2026 · Built for single family offices, embedded and virtual offices, multi-family offices, and the RIA, legal, and accounting firms that deliver family office services.

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Schedule effective June 11, 2026, published for information and subject to change. AARK™ access is included; its data usage is billed monthly on what you consume. In any conflict the executed Order Form, the Subscription Services Agreement and the referenced supplemental terms govern.

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