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Governing Capital Calls with AARK™: One External Call Triggers Three Internal Calls
Watch AARK™ do what advisory teams spend hours coordinating manually. One external capital call arrives. AARK™ reads the subscription documents, maps the cross-entity obligations, identifies which internal entities need to fund — and proposes the three internal capital calls, ready for your confirmation. This is what governance execution looks like. Running in production across 170+ family offices.
Governance execution, live.
Governing a Residence with AARK™
AARK™ maps obligations, identifies cross-entity dependencies, and proposes compliance workflows across trusts, LLCs, and operating agreements — then waits for your confirmation before acting. Works across trusts, LLCs, S Corps, alternatives, investment accounts, insurance, real estate, art, and more.
Governing a Private Investment: Asset Collections, Compliance & Capital Calls
From subscription document to asset collection to compliance calendar. Watch AARK™ structure a private investment, track cross-entity obligations, and surface capital call workflows — all from the documents your advisors already created.
Why fragmentation finally matters.
AI made the cost of fragmentation impossible to ignore.
The family office has always had a record. The problem is, it lives in someone's head. Richard Reese, former CEO and Chairman of Iron Mountain, learned this the hard way — at scale, at cost, over years — before he made the call for his own office. Watch what consultants get wrong and what he chose instead.
Three roundtables. Diagnosis to demonstration.
Operating in the Dark
Where family offices are right now — the principal who cannot see across the structure, the institutional knowledge in someone's head, the custodial feed reporting numbers without context. Where AI is right now — agentic, fast, accelerating. The gap between the two, and what closes it.
The Architecture Test
Every reporting platform now claims agentic AI. The question stopped being whether vendors claim it — it's which ones are real. Ten questions every family office should ask every vendor in their stack, and the same ten you can explain to a principal who asks what AI in our office actually means.
The Bottleneck Test
A live demonstration on a real family office structure. Three trusts and one LLC. A capital call comes in, the trustee approves it on the principal's phone, and you watch the whole loop run from end to end. Richard Reese, who runs his office on iPaladin, joins to translate what you're watching.
The family office AI question no one is answering.
Three short films on what's wrong with the current model — and what it costs when the person who holds everything together isn't in the room.
Before the Wave
The family office AI question no one is answering. Most offices are asking the wrong question — not "which AI tool?" but "what structure does AI need to work on?"
It's Tuesday Morning
With a system that remembers, family offices won't spend 90 minutes reconstructing context before the real work begins. The cost of the current model isn't just inefficiency — it's compounded exposure.
Perspectives & overviews.
The Digital Family Office
Management information and operational knowledge captured, shared, and evolved in a single immutable platform — for an unrivaled level of transparency, control, and empowerment across the family office.
Why iPaladin
Understand iPaladin's capabilities from the perspectives of the clients who rely on it every day.
Legacy Protection
What it takes to protect a family's legacy across generations — and the operational record that makes it possible.
Control, Knowledge and Value
The three things a family office cannot afford to lose — and how a single governed system keeps all three intact through every transition.
Beth Horner, JD — Single Family Office
A single family office leader on what changed when the knowledge that runs the office stopped living in any one person's head.
iPaladin Digital Family Office
An introduction to iPaladin — the Digital Family Office that unifies the documents, decisions, and workflows behind family office operations into a single, governed source of truth.
Webinars & conversations.
Revolutionizing Family Office Management
How visionary leaders solve the complexity crisis. Richard Reese (Iron Mountain), cybersecurity expert Jen Ayers, Rob Raich, and iPaladin founder Jill Creager on transformation over incremental change.
Tax Technology Institute — Larry Kraus
A conversation on technology and the future of tax and family office operations, from the Tax Technology Institute.
iPaladin — Explainer
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Ready to see it in your context?
Thirty minutes. No pitch. You'll see your own operations reflected in a system built to run them.