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Multi and Single Family Offices: the preservation of the identity - Interview with Jon Carroll, President and CEO, Family Office Metrics LLC

14 Maggio 2010 - Autore: Redazione


Multi and Single Family Offices: the preservation of the identity
Interview with Jon Carroll, President and CEO, Family Office Metrics LLC


Please introduce yourself, your professional career and your company.

I founded Family Office Metrics in 2001 as a business consultancy that delivers strategic business advice, operations successful practices, benchmarking, and technology implementation to ultra-high net worth families. Family Office Metrics has always been independent and objective and does not take any referral or product fees.

With headquarters in New York City, Family Office Metrics works with single and multi-family offices, and designs, develops, and implements successful business practices in business strategy, investment operations, trust administration, financial controls, regulatory compliance, and technology. Family Office Metrics works equally well with start-ups and established family offices because its principals have had direct, hands-on experience working as family office executives. Family Offie Metrics also hosts the industry’s premier event for family office executives interested in operations and technology “OpsTech” held annually in New York City as well as monthly webinars and quarterly Special Briefings on topics of interest to the family office industry.

With its headquarters in New York City, Family Office Metrics has four partners, six associates and two staff. Family Office Metrics has worked with over 100 clients since its inception.


What about FO US scenario? And how international situation is going to reflect into that?


The US family office market has weathered the storm since September 2008. While the appetite for new investments has declined over the past 18 months and investors have been quiet, recently there has been renewed interest in investing in securities, deals and in the family office business itself. Some international family offices are seeing the previous 18 months as a window of opportunity to increase their market share relative to the big private banks and their peers.

The article continues to International Alternative Investment Review - n.1, 2010

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