In this episode, Mark Wickersham is joined by Jon Carrol and Liz Loulan from Jon Carroll + Family. Together we discuss the evolution of family office operations, how family offices can better leverage consultants, the importance of outsourcing and benchmarking, and how AI is impacting the wealth management industry.
Specific Topics include:
- Rumors of Jon’s Retirement
- The Family Office Project
- About Jon Carroll + Family
- Reputational Risk
- Value of Using a Consultant
- When Family Offices Should Outsource
- The Importance of Benchmarking
- Technology Trends
- Arch of the MFO Industry
- Personal Travel Questions
Resources
About Jon Carroll
Jon Carroll is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family office executives on how to grow, improve, transform, and govern their single family office. In 2023 Jon received the PAM Lifetime Achievement Award.
Jon’s focus is on strategic business advisory to family offices. When he’s not helping families, Jon enjoys exploring his new hometown of Lisbon, Portugal, traveling Europe with his wife and spending time with his granddaughters.
Liz Loulan
Liz Loulan has over a decade experience held diverse marketing, communications and sales roles in global firms, small companies, and higher education, predominantly with a focus on family-run businesses. She has worked at Family Office Metrics and well as EY.
When not working, she’s likely reading books, hanging with the kiddo, guerrilla gardening, or taking long walks with friends.
About Jon Carroll + Family
Jon Carroll + Family is a boutique advisory firm supporting the family office industry. Founded by family office veteran Jon Carroll and his daughter Liz Loulan They focus on supporting family enterprises through strategic advisory, board memberships and marketing.
The Risclarity WealthTech Podcast
The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham.
Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes.
Listen and subscribe to The Risclarity WealthTech Podcast on your podcast platform of choice:
Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. Jon Carroll + Family is an independent company and is not affiliated with Risclarity.
