Family Office Metrics LLC

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)



Family Office Metrics, LLC, headquartered in New York, NY was conceived in 2001 when Jon Carroll left the multi-family office where he had worked for seven years previously. Since then, Family Office Metrics has worked with over 125 clients on 200+ projects to deliver total solutions to business, operations and technology problems – solutions designed to evolve with your business.

Family Office Metrics is built upon the experience and expertise of our partners and consultants. While each of our professionals specializes in one of our practice areas, each also brings a range of experience working directly in family offices and in businesses that serve family offices.

Family Office Metrics, LLC is governed under the laws of the State of Delaware.


  • Objective.

    No promotion of financial providers or products

  • Confidence.

    Mutual Confidentiality & Privacy Agreements with you

  • Independent.

    No passive owners or debt

  • Conflict-free.

    No referral fees paid or accepted

How We Work

We are committed to delivering measurable results with a bias toward simple solutions appropriate to the scale of your office. Our knowledge of industry best practices and third-party solutions providers helps us ensure that projects stay on track.