In this episode, Mark Wickersham discusses with Jon Carroll and Liz Loulan:
- 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
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 sole focus is 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.
About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.
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