About the Firm
Family Office Metrics LLC , headquartered in New York, NY was founded in 2002 by Jon Carroll and Elaine Spang in an effort to better serve their clients. Combining their practices enabled them to deliver a broader range of services and expertise to family offices.
Since then, Family Office Metrics has worked with over 80 family offices to deliver total solutions to business, operations, and technology problems—solutions designed to evolve with your business.
We work to help clients achieve measurable results to their most difficult problems by making specific, forward thinking, and substantial improvements to the performance of their family office. We accomplish this through a commitment to using highly knowledgeable consultants, rigorous best practices, and customized technology solutions.
Family Office Metrics consultants have deep experience and understand the complex challenges and the unique environment of the family office. Our knowledge enables us to work effectively with clients to solve problems and effect lasting change.
Family Office Metrics serves our clients independently and objectively. We are employee-owned and have no obligation to any outside investor, financial institution, software provider, or professional service firm.
Family Office Metrics, LLC is governed under the law of the State of Delaware.
How we work
We are committed to delivering measurable results with a bias toward simple solutions appropriate to the scale of your office. Our knowledge of industry best practices and third-party solutions providers helps us ensure that projects stay on track.
We are guided by the following principles as we work with you to achieve the best total solution for your business.
- No conflict of interest – No referral fees paid or accepted
- No promotion of financial providers or products – We are objective
- No passive owners or debt – We are independent
- Mutual Confidentiality & Privacy Agreements with you
- Customized evaluations and recommendations