Institutional Discipline Behind Private Wealth.

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

Multi-entity oversight. Structured reporting. Advisor alignment. Operational risk discipline.

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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: clarity, continuity, and controlled oversight.

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

  • Dark bar chart representing operational oversight and reporting for private offices.

    Operational Oversight & Reporting

    Comprehensive wealth and financial reporting designed for clear visiblity and confident decision-making.

  • Icon of money and a pie chart representing financial data or governance.

    Cash & Liquidity Governance

    Forward-looking cash flow modeling, capital call tracking, budget oversight, and payment authorization controls.

  • A computer with a padlock symbol and a key on the screen, representing secure digital infrastructure.

    Secure Digital Infrastructure

    Centralized, secure document storage and controlled access for families and advisors.

  • Icon of three people representing team coordination.

    Advisor & Vendor Coordination

    Unified communication and accountability across your professional network.

  • Legacy & Continuity

    Documented context behind your family’s financial structure and decisions.

  • Logo of a house representing property management coordination.

    Asset & Property Oversight

    Structured reporting and coordination for real assets, residences, and personal holdings.

Our Team

Josephine DiMolfetta

Co-Founder

Josephine “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-Founder

Bob 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

Email

hello@protocolpo.com

Phone

(239) 777-2611