Protocol Private Office designs and operates the financial infrastructure that brings clarity, continuity, and coordination to complex wealth.

We serve ultra-high-net-worth families and single-family offices whose financial lives involve multiple entities, multiple advisors, and no single point of operational coordination. Our clients typically manage $45M to $1B+ in net assets across trusts, LLCs, foundations, holding companies, and personal accounts.

We are not an investment manager. We are the operational governance layer that makes everything else work.

Our capabilities include multi-entity accounting and oversight, consolidated financial reporting, cash and liquidity governance, secure digital infrastructure, advisor and vendor coordination, and legacy and continuity planning. Every engagement is structured on a flat monthly retainer — no AUM fees, no hourly billing, no conflicts of interest.

Founded by Josephine DiMolfetta and Bob Stiess, Protocol Private Office brings more than 50 years of combined experience in institutional asset management operations, compliance, technology, and cybersecurity. We apply institutional discipline to private wealth — because your financial life deserves the same rigor as the institutions that helped you build it.

Headquartered in Naples, Florida. Serving families nationwide.

Protocol Private Office

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