Jon Carroll

Jon Carroll

Private Client Services family office advisory services

Ernst & Young LLP

5100 Town Center Circle # 500 Boca Raton, FL 33486

Tel +1 561-955-8240 / +1 212-957-2125

Fax +1 866-803-5455

jonathan.carroll@ey.com

Professional background

Jon Carroll is an Executive Director in the Ernst & Young LLP Americas Family Office Advisory practice. His primary focus is on advising family members, family business owners, trustees, and family office executives on how to grow and govern their single family office. Jon has extensive experience advising families on the set-up and structure of their family office, strategic planning and implementation, business and operational risk assessment, and family office systems and technology search, selection, implementation and integration.

Experience

Jon has over 22 years of experience serving ultra-high net worth families, including 7 years working in a family office as chief operating officer. Before joining Ernst & Young LLP, Jon was President and CEO of Family Office Metrics which specialized in helping clients create, re-engineer and improve family offices globally. The firm was named “Best Family Office Consultancy” by Private Asset Management in 2016, the "Best Change Management / Implementation of a Technology Solution" at the Family Wealth Report Awards in 2016, the “Best Management Consultancy” at the Family Wealth Report Awards in 2015 and was chosen as the 2014 Family Office Consultancy of the Year by Wealth and Finance International magazine.

Qualifications

Jon has a Masters of Business Administration in Finance from the University of Colorado, Denver. Jon is a Certified Public Accountant in Florida. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of CPAs.