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The Family Office Project: People, Process, and Technology | Jon Carroll
In this episode of The WealthTech Podcast, host Mark Wickersham reconnects with industry veteran Jon Carroll, former CEO & founder at Family Office Metrics and now with Jon Carroll & Family. Jon is a longtime leader in the family office space.
Together, they explore:
- The launch of The Family Office Project and Jon’s mission to give back to the community through shared knowledge and content.
- How family offices can best leverage consulting and outsourcing to strengthen operations and focus on their core strengths.
- Why benchmarking, compensation, and KPIs matter for long-term sustainability.
- The growing role of AI and data management in shaping the future of family office technology.
- Lessons learned from Jon’s decades of experience, including the evolution of multifamily offices and where the industry is headed next.
About Jon Carroll
Jon Carroll is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family office executives on how to grow, improve, transform, and govern their single family office. In 2023 Jon received the PAM Lifetime Achievement Award.
Jon’s sole focus is strategic business advisory to family offices. When he’s not helping families, Jon enjoys exploring his new hometown of Lisbon, Portugal, traveling Europe with his wife and spending time with his granddaughters.
About Jon Carroll + Family
Jon Carroll + Family is a boutique advisory firm supporting the family office industry. Founded by family office veteran Jon Carroll and his daughter Liz Loulan They focus on supporting family enterprises through strategic advisory, board memberships and marketing.
About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.
About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
The WealthTech Podcast makes no representations as...
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By Mark WickershamIn this episode of The WealthTech Podcast, host Mark Wickersham reconnects with industry veteran Jon Carroll, former CEO & founder at Family Office Metrics and now with Jon Carroll & Family. Jon is a longtime leader in the family office space.
Together, they explore:
- The launch of The Family Office Project and Jon’s mission to give back to the community through shared knowledge and content.
- How family offices can best leverage consulting and outsourcing to strengthen operations and focus on their core strengths.
- Why benchmarking, compensation, and KPIs matter for long-term sustainability.
- The growing role of AI and data management in shaping the future of family office technology.
- Lessons learned from Jon’s decades of experience, including the evolution of multifamily offices and where the industry is headed next.
About Jon Carroll
Jon Carroll is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family office executives on how to grow, improve, transform, and govern their single family office. In 2023 Jon received the PAM Lifetime Achievement Award.
Jon’s sole focus is strategic business advisory to family offices. When he’s not helping families, Jon enjoys exploring his new hometown of Lisbon, Portugal, traveling Europe with his wife and spending time with his granddaughters.
About Jon Carroll + Family
Jon Carroll + Family is a boutique advisory firm supporting the family office industry. Founded by family office veteran Jon Carroll and his daughter Liz Loulan They focus on supporting family enterprises through strategic advisory, board memberships and marketing.
About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.
About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
The WealthTech Podcast makes no representations as...