Resources
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Adapting to Change: The New Path for Family Offices Post-CTA Decision
On March 1, 2024, a critical decision by a US District Judge marked a turning point for family offices. The ruling that the Corporate Transparency Act (CTA) is unconstitutional presents both a challenge and an opportunity. In a landscape defined by regulatory uncertainties, the decision invites family offices to rethink their approach to compliance and risk management.
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Compliance
Family Governance
Single Family Office
Blogs & Articles
iPaladin CEO Featured in Crain Currency Article Regarding CTA's Disruptive Nature & the Opportunity for Family Offices
In a recent article, published by Crain Currency, iPaladin's CEO & Founder, Jill Creager and advisory board member, Jennie Cherry discuss the disruptive nature of the Corporate Transparency Act (CTA) as well as the opportunities it provides for Family Offices.
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Compliance
Family Governance
Single Family Office
Blogs & Articles
Adapting to Change: The New Path for Family Offices Post-CTA Decision
On March 1, 2024, a critical decision by a US District Judge marked a turning point for family offices. The ruling that the Corporate Transparency Act (CTA) is unconstitutional presents both a challenge and an opportunity. In a landscape defined by regulatory uncertainties, the decision invites family offices to rethink their approach to compliance and risk management.
READ MORE
Single Family Office
Security
Multi Family Office
Family Office Best Practices
Blockchain
White Papers
Empower Your Family Office with SmartRecords
This white paper begins to detail how iPaladin has brought family office management into a new era utilizing their patented SmartRecords technology.
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Data Ownership & Privacy
Family Governance
Family Office Best Practices
Multi Family Office
Single Family Office
Webinar
The Corporate Transparency Act - Webinar
The iPaladin Family Office Education Community came together in November of 2023 to discuss one of the most pressing topics for family offices, The Corporate Transparency Act.
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Blockchain
Family Governance
Data Ownership & Privacy
Family Office Best Practices
Multi Family Office
Videos
Grow Your Legacy With iPaladin
In this video, we showcase how iPaladin helps family offices take control of the ever-increasing complexity of private wealth and how our digital family office operating system allows you to maintain and grow your legacy.
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Blockchain
Family Governance
Data Ownership & Privacy
Multi Family Office
Security
White Papers
iPaladin's Commitment to Military-Grade Cybersecurity Protocols
This white paper dives into a detailed explanation of the commitment that iPaladin has made to ensure the security of our client's most valuable resource, their data.
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Family Office Best Practices
Single Family Office
Security
Multi Family Office
Family Governance
White Papers
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.
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Data Ownership & Privacy
Blockchain
Family Office Best Practices
Family Governance
Multi Family Office
Videos
iPaladin Empowering Family Office Quarterbacks
In this video, you'll see how iPaladin supports and provides the necessary infrastructure for your key family office 'quarterbacks' to play their best at the game of business. iPaladin empowers 'wealth quarterbacks' with visibility of the whole field so they can make the right calls to win the game for your family.
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Blockchain
Family Governance
Data Ownership & Privacy
Family Office Best Practices
Security
Videos
iPaladin Video Series: Why iPaladin
In this video, you'll hear from family office professionals and founders about why they have selected iPaladin as their family office operating system.
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Data Ownership & Privacy
Blockchain
Family Office Best Practices
Family Governance
Security
Videos
iPaladin Video Series: Control, Knowledge and Value
In this video, you'll hear from a range of family office professionals explain how they utilize iPaladin as the foundational tool for running their family offices.
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Security
Family Office Best Practices
Family Governance
Blockchain
Multi Family Office
Videos
iPaladin Video Series: Legacy Protection
In this video, you'll hear from multiple family office professionals speaking about why they have chosen iPaladin as the universal operating system for their family offices.
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Blockchain
Data Ownership & Privacy
Family Governance
Family Office Best Practices
Multi Family Office
Videos
iPaladin: The Digital Family Office
iPaladin's Digital Family Office (DFO) allows management information and operational knowledge to be captured, shared, and evolved in a single, immutable platform for an unrivaled level of transparency, control, and empowerment.
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Single Family Office
Family Governance
Case Studies
Laying Foundations for Generations: A Journey with iPaladin
After 25 years of working in the brokerage and wealth management sector, S.W. was asked to stand up a family office for a long-term client. Equipped with skills acquired over years of raising capital, handling M&A transactions, and managing wealth, S.W. saw an opportunity to merge these capabilities to serve complex family financial ecosystems.
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Single Family Office
Family Governance
Case Studies
Mastering Complexity: A New Era of Digital Wealth Management with iPaladin
In a world where wealth management is increasingly complex, M.S., a fourth-generation family leader, faces a significant challenge: as wealth grows across generations, access to actionable information decreases, leading to miscommunication, progress impediments, and increased cost and risk.
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Security
Single Family Office
Data Ownership & Privacy
Case Studies
Ensuring Wealth Ownership and Life Recovery With a Comprehensive Data Protection Strategy
Interview with Jennifer Ayers.
Jennifer Ayers, COO of Private Office, shares her InfoSec insights and the latest trends she sees on the rise. She is a 20-year cybersecurity industry veteran with extensive experience protecting organizations against sophisticated cybersecurity threats and data breaches, including COO at DNS Filter, Vice President of Overwatch and Security Response at CrowdStrike.
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Single Family Office
Family Office Best Practices
Data Ownership & Privacy
Blogs & Articles
The Myth of Total Integration: Why Microsoft 365 Can’t Match iPaladin’s Unified Platform
Microsoft 365 is widely used for daily business operations, but it falls short in meeting the unique needs of a family office.
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Single Family Office
Data Ownership & Privacy
Family Governance
Blogs & Articles
Navigating the Digital Landscape of Family Office Operations: Microsoft Office 365 and iPaladin
iPaladin is a comprehensive digital operating system designed for family offices, offering an interconnected platform to efficiently manage complex wealth operations.
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Single Family Office
Multi Family Office
Family Office Best Practices
Blogs & Articles
Beyond CRM: Why iPaladin is the Game Changer for Family Office Management
Managing a family office involves complex tasks that often cannot be effectively addressed by traditional CRM platforms like Salesforce.
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Blockchain
Family Office Best Practices
Single Family Office
Blogs & Articles
3 Stories That Explain Why Complex Private Wealth Management Needs Blockchain
The wealth management industry has grappled with issues like limited access to information, communication breakdowns, and inadequate records, especially in complex private wealth management scenarios involving various professionals and roles.
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Blockchain
Single Family Office
Family Office Best Practices
Blogs & Articles
This 1 Truth Is Why Blockchain Has The Potential To Transform Your Family Office
Blockchain technology's true power lies not just in its capabilities but in the empowerment it offers to users.
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Single Family Office
Family Office Best Practices
Multi Family Office
Blogs & Articles
The IRS is Upping Their Game with AI: Is Your Family Office Tech-Stacked Ready?
The landscape of data security and compliance for family offices has just entered a new era, driven by the IRS's formidable $80 billion funding allocation, a significant portion of which is aimed at high-net-worth portfolios.
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Single Family Office
Family Office Best Practices
Blogs & Articles
Built for Generations
In the world of immense wealth and family legacies, the decisions made today echo through generations, creating a profound impact on the family's future.
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Single Family Office
Multi Family Office
Blogs & Articles
Opportunity Lost
This article emphasizes how inefficiencies in managing great wealth can divert attention from wealth maximization, leading to missed opportunities and a backward-looking focus on risk mitigation.
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Single Family Office
Multi Family Office
Family Governance
Blogs & Articles
Show Your Work
The IRS's renewed focus on its "Wealth Squad" emphasizes the need for family offices to proactively prepare for potential tax reviews, with digitization playing a crucial role in achieving a favorable outcome.
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Single Family Office
Multi Family Office
Family Office Best Practices
Blogs & Articles
It’s Time to Stop Seeing Collaboration as a Human Problem
Collaboration is a fundamental element of success in family office environments, where multidisciplinary teams work together to deliver excellence to their clients.
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Blockchain
Single Family Office
Multi Family Office
Family Office Best Practices
Data Ownership & Privacy
Blogs & Articles
Blockchain is The Next Evolution of Digital Record-Keeping
Digitization has both aided and hindered knowledge workers, including asset managers, CPAs, lawyers, accountants, and bankers.
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Security
Data Ownership & Privacy
Single Family Office
Blogs & Articles
A Wealth of Data
The article highlights the often underestimated importance of treating wealth management as a data management challenge for affluent families.
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Single Family Office
Multi Family Office
Family Office Best Practices
Blogs & Articles
Collaboration Culture: Tackling Fragmentation in Family Offices
Family offices often face challenges in managing and maximizing wealth due to a lack of shared collaboration practices among their multidisciplinary teams.
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Single Family Office
Multi Family Office
Family Office Best Practices
Blogs & Articles
Create to Collaborate: A New Mindset For Family Office Technology
Collaboration is essential in the world of knowledge work, especially in family offices where diverse skill sets often come from various sources.
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Single Family Office
Family Office Best Practices
Multi Family Office
Blogs & Articles
This Problem is Costing Knowledge Workers Considerable Time and Effort.
Over the past 25 years, the digitization of work processes has promised increased efficiency for knowledge workers, yet the reality often falls short.
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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
"Our team loves the way the system is designed. It's really simple and not overly decorative, it's straightforward and familiar."
2021, Tebbi P., SFO Office Leader
"iPaladin is way more than a project management software. It really has changed everything for the better."
2019, Scott W. SFO Executive
"iPaladin has helped us automate our everyday work and we've gained about 30-40% more time because everyone is on the same page from the beginning."
2021, James K., Partner MFO Business Leader