Family Office Metrics LLC

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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.