We are family office business consultants.

We provide business advice to family offices about successful practices in business organization, management, operations and technology applications.

We do not provide investment, legal, tax or accounting service

Focus

At Family Office Metrics we focus on three principal markets:

1. Family offices formed or being formed by high net worth families
2. Family offices providing financial services to multiple families
3. Financial advisers who want to provide family office services

We concentrate on these principal markets for these reasons:

First, we have extensive hands-on experience in forming, managing, leading, and advising family offices and private trust companies for high net worth families.

Second, these are rapidly growing markets due to the tremendous growth in the numbers, wealth, and liquidity of wealthy families in recent years.

Third, we have direct work experience in the multi-client family office business that provides us an exceptional background for assisting families and advisors who desire to create a commercial or a collaborative family office.

Approach

We are independent and objective in all that we do.

We represent the family and the family office exclusively, and do not accept referral fees
from providers or manufacturers.

We are biased toward simple solutions using people, processes and technology readily
available to the family.

We are results oriented and team builders.

We always plan the work and work the plan.