Members of Family Office Metrics are now a part of the Ernst & Young (EY) Family Office Advisory services team. Family Office Metrics is a consultancy firm that helps clients create, re-engineer and improve family offices globally by applying its domain expertise as well as insights gained from primary research and industry best practices.
"The addition of the well-known team at Family Office Metrics is part of EY's commitment to be the go-to advisor for family offices and the individuals, families and family businesses those offices serve," said Kate Barton, EY Americas Vice Chair of Tax Services. "As part of the Private Client Services practice in the US, the members of Family Office Metrics will work with a network of professionals from across the EY organisation to accelerate EY's growing breadth of services offered to family offices with its EY Global Family Business Centre of Excellence."
Family Office Metrics, one of North America's foremost family office management consultancies, was named "Best Management Consultancy" at the Family Wealth Report Awards in 2015, which showcases "best of breed" providers in the global private banking, wealth management and trusted advisor communities. It also was chosen as the 2014 Family Office Consultancy of the Year by Wealth and Finance International magazine.
Founding president and chief executive officer Jon Carroll and managing director Paul McKibbin have worked with a strong client base to deliver total solutions to family office management, operations and technology.
"As we become integrated into EY, we will be able to address the full spectrum of client needs, from a founder's office to structuring a multi-generation office that supports all family members while supporting successful successions, legacies and transactions across the globe," says Jon Carroll. "This deal is the result of a joint ambition to accelerate growth and improve business performance for family offices."