CPA President & CIO
Rob leads a sixth-generation family office that exemplifies the complexities of multi-generational wealth management. As a CPA with decades of experience, he has navigated the challenges of scaling operations across expanding family networks.
iPaladin, The Digital Family Office™, transforms family office operations by unifying wealth management into a single, proactive system. Since 2010, iPaladin has led the market by integrating data, documents, and workflows into a cohesive, audit-ready system.
"Even if you have 95% or 97% compliance, that 2-3% of non-compliance can be critical. Someone prints a copy, keeps it in their desk, and forgets it's outdated. Someone names a file 'new new.xls' instead of 'new.xls.' Over decades, those small deviations become critical issues—sometimes showing up 50 or 60 years later during estate administration."
—Rob Raich, Family Office President
Elite family offices face an existential threat that conventional wisdom misses: minor errors compound over generations, creating catastrophic risks that surface decades later. This manifests in:
The breakthrough came from recognizing that excellence requires eliminating—not managing—complexity. This led to a two-part solution:
"We created a private trust company... It was really about the governance issue of just how do you pass this on to multiple generations without making it dependent on actual people?"
"People told us we could do everything in SharePoint, but if you want to lose three hours of your day, try finding something in a poorly built SharePoint site."
The contrast between SharePoint and iPaladin reveals a fundamental truth about family office operations:
Where SharePoint fragments operations, iPaladin unifies them. Where SharePoint manages documents, iPaladin orchestrates entire workflows. This isn't about features—it's about fundamental architecture:
Document Integrity
Operational Excellence
Security Architecture
"Nothing was quick... We realized it wasn't going to be overnight. I think we're 80% there, and that took a lot of work, time, and dedication. The other 20% will come more slowly as we live with what we have."
The transformation delivered three critical capabilities:
The choice facing family offices is clear:
The conventional response—adding another tool, hiring another consultant—feels like progress. But it's actually layering complexity onto an already inefficient system. More tools mean more fragmentation, more inefficiency, more risk.
Your family's legacy deserves better. It deserves a foundation built for centuries, not quarters. One that eliminates complexity rather than managing it. One that strengthens with time rather than degrading.
"iPaladin's rigidity - which can be frustrating - is actually its superpower. It ensures things like trust documents are consistently structured, with clear modifications and tracking. For our tax compliance team, who are the heaviest users, that immutable nature is critical."
After leading a multi-year transformation, Rob's perspective cuts to the heart of why architectural change matters: What seems like constraint is actually liberation. iPaladin's systematic framework doesn't just manage documents—it eliminates the possibility of error. It doesn't just track changes—it ensures every modification strengthens rather than fragments your operational foundation.
This is the difference between managing complexity and eliminating it at its source. This is the power of true systematic transformation.
iPaladin exists to deliver that foundation.
Ready to transform your family office operations? Schedule a demo to see how iPaladin can eliminate complexity at its source or [Watch the On-Demand Webinar Now →].