Institutional Discipline Behind Private Wealth.
Protocol Private Office provides family office services for ultra-high-net-worth families.
For families whose financial lives have outgrown the systems supporting them, Protocol Private Office is the operating layer underneath it all — reporting, cash flow, bill pay, documents, and advisor coordination, run with institutional discipline. We don’t manage investments or replace your advisors. We make sure the whole system works — so you have clarity, coordination, and continuity.
You’ve Built Substantial Wealth
But who is making sure all
the pieces work together?
Investment advisors manage assets. CPAs handle tax. Attorneys structure entities. Property managers oversee real assets.
Yet without centralized operational oversight, reporting remains fragmented, liquidity lacks unified visibility, and accountability is dispersed.
Protocol Private Office integrates these moving parts into a coordinated operating structure - so your wealth functions with institutional discipline.
We do not manage investments. We do not replace your advisors. We make sure the system works.
The result is simple: clarity about where things stand, continuity that outlasts any one person, and the confidence that nothing is falling through the cracks.
Our Approach: Structured. Secure. Built for Complexity.
“Protocol” defines how we operate.
Behind every engagement is a defined framework for financial oversight, reporting cadence, and operational control - tailored to each family’s complexity.
Core Capabilities
-
Financial Reporting
Wealth and financial reporting designed for clear visibility and confident decisions.
-
Cash & Liquidity Governance
Forward-looking cash-flow modeling, capital-call tracking, and budget oversight — so you always know what’s coming and what’s covered.
-
Bill Pay
Bills received, reviewed, and paid on time — off your plate and off your mind.
-
Coordination & Stewardship
Unified communication and accountability across your full advisor network — so the follow-up isn’t yours to carry.
-
Legacy & Continuity
Documented context behind your family’s financial structure and decisions, there when you need it.
-
Ownership & Renewals
The registrations, renewals, and policies that quietly expire — vehicles, vessels, passports, licenses, insurance — kept current so nothing lapses.
Our Team
Protocol Private Office was built by operators from asset management and enterprise — bringing institutional discipline to the operational side of a family’s wealth.
Josephine DiMolfetta
Co-FounderJosephine “Jo” DiMolfetta has more than three decades of C-level leadership in investment operations, regulatory compliance, and enterprise governance.
Today, Jo provides disciplined operational oversight, compliance coordination, and governance infrastructure for high and ultra-high-net-worth individuals, families, and foundations—bringing discretion, precision, and fiduciary rigor to complex wealth environments.
Co-FounderBob Stiess
Bob Stiess has two decades of experience in asset management operations, technology, and cybersecurity; leveraging his knowledge and expertise to safeguard complex financial environments and spearhead essential operational initiatives.
This same discretion and discipline serves our high and ultra-high-net-worth individuals, families, and foundations. Clients gain clarity, continuity, and confidence through a secure, well-governed structure.
Let’s Discuss Your Needs
Every family is unique. We begin with a confidential conversation to understand your specific situation and determine how we can best serve you.
Complete the form or reach out directly. Conversations with Protocol Private Office are private, unhurried, and without obligation.
Location
Naples, FL
