We're excited to unveil enhancements to iPaladin’s Corporate Transparency Act (CTA) compliance capabilities. Our updated platform transforms CTA compliance from a regulatory challenge into a strategic asset, accommodating family dynamics such as trust terminations, generational transitions, and minors becoming adults.

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.

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.

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.

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.

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.

In this video, you'll hear from family office professionals and founders about why they have selected iPaladin as their family office operating system.

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.

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.

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.

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.

R.F., a family office director, identified a common challenge in many family offices - they often grow without a structured plan, leading to inefficiencies and knowledge gaps. iPaladin offered a comprehensive solution, streamlining workflows, document management, and communication. It improved transparency, reduced audit times, and ensured operational continuity, emphasizing the importance of embracing technology in family office management.

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.

A successful family office principal initially believed his wealth management systems were well-organized. However, upon adopting iPaladin and creating his Digital Family Office (DFO), he discovered significant gaps in his approach to document management, ownership, and compliance notes. His journey illustrates the importance of a robust, structured, and flexible system like iPaladin for efficient family wealth management.

iPaladin is a comprehensive digital operating system designed for family offices, offering an interconnected platform to efficiently manage complex wealth operations.

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.