Who We Are
Today’s family offices face challenges and opportunities like never before. The 21st Century Family Office must be run like the business that it is. Now more than ever, family office boards and executives need a clear business strategy and a defined business model to produce quality outcomes, improved productivity and positive performance.
The modern family office must adapt to meet changing client needs, implement new requirements for customized products, services and reporting and streamline operations and technology. When we work with our clients, we understand and build upon their inherent strengths, contribute new ideas, consider alternatives and implement the best total solutions that can grow with their business. We believe that anticipating and planning for the future is just as important as meeting current demands.
Our partners and consultants understand the issues that family offices face in the day-to-day management of their business. We’ve walked in our clients’ shoes and possess industry leading hands-on experience, knowledge and skills to help our clients achieve their business goals.
Family Office Metrics is built upon the experience and expertise of our partners and consultants. While each of our professionals specializes in one of our practice areas, each also brings a wide range of experience working directly in family offices and in businesses that serve family offices. Each of our professionals can contributes across more than one level on any project.
Jon Carroll, CPA
President and CEO
E-mail: jcarroll@fametrics.com
Before founding Family Office Metrics, Jon Carroll spent seven years as Senior Vice President and Chief Operating Officer of $1B multi-client family office Asset Management Advisors (now GenSpring Family Offices). At Asset Management Advisors from 1994 - 2001, Jon was the senior non-family member of management contributing to business strategy and operational control over AMA and its subsidiaries Lighthouse Partners (a registered investment adviser), Teton Trust Company (a state chartered private trust company) and Abundance LLC (a values based knowledge management company).
Before AMA, Jon’s business experience spanned over 17 years in the financial services industry with special emphasis in management, investment operations and technology, including two years as corporate controller of Owen Financial Corporation and 11 years with Citibank NA.
A frequent public speaker and writer, Jon has contributed articles to the Family Wealth Report, Fundfire, Private Wealth Advisor, Journal of Wealth Management, Trust & Estates, Families in Business, and Private Wealth Management.
Jon is a graduate of the University of California, Berkeley (BA, History) and the University of Colorado, Denver (MBA, Finance). He is a Certified Public Accountant in Florida and a member of the Florida and American Institutes of CPAs.
Steven PD Draper
Partner and Managing Director
Email: sdraper@fametrics.com
Steven Draper brings many years of domestic, UK, and international financial services experience in the fields of wealth management, family office, investment banking, and asset management. Before joining Family Office Metrics in 2004, Steven had over fifteen years business experience as a consultant for industry leaders such as JP Morgan, Citibank NA, Global Asset Management, ABN-AMRO NV, Deutsche Bank, Cazenove & Co, and Lloyds TSB Private Bank.
He has been involved in projects spanning enterprise creation, enterprise growth, business process management, and trouble-shooting, often acting as an agent for strategic change, providing innovative solutions to business and operational issues.
Steven is a graduate of ANU (BA, MA, Politics and History).
J.K. Jones, ESQ.
Director
Email: jkjones@fametrics.com
J.K. Jones specializes in strategic planning, legal structures, and private trust administration. He joined Family Office Metrics in 2002. Since retiring in 1999 as the Chief Executive Officer of Legacy Trust Company, Jim has been active in serving the private wealth industry in his private consulting practice. With over 32 years of experience in trust and investment services administration, he has faced most issues confronted by a family office in formation or transition, and has a deep understanding of the strategic issues and the realm of possible solutions.
Jim was instrumental in the formation of Legacy Trust Company in 1984 for the Cullen family who needed an institutional framework for their multi-generation, entrepreneurial family. He served as president and Chief Executive Officer from 1985 until 1999 and currently serves as a Director and as the Chair of the Trust Committee.
Jim serves on the board of directors of the Center for the Study of Taxation and the Galveston Historical Foundation, and as a member of the Texas Bankers Association in the Trust Division.
He graduated from Texas Tech University (BS, Economics) and South Texas College of Law (JD). He is a member of the Houston and Texas Bar Associations.
Paul McKibbin
Partner and Managing Director
Email: pmckibbin@fametrics.com
Paul is an entrepreneur with more than 20 years of experience in creating innovative software solutions. Before joining Family Office Metrics in 2007, he served as the director of GPFN, a wholly-owned subsidiary of Guggenheim Partners, specializing in meeting the technology needs of single and multi-family offices. Prior to his firm being acquired by Guggenheim in December of 2003, he was co-founder and president of Private Family Networks (PFN). PFN’s Virtual Family Office websites provided a secure platform for family office information management, and for enhancing the interaction of advisors, family members, trustees, and staff.
Paul is also a frequent lecturer on technology, and knowledge management issues for family offices. He is the co-founder of Shaking the Tree Foundation, an independent educational not-for-profit that uses theater and interactive audience forums to teach family dynamics, and to promote philanthropy and the responsible use of wealth among successful families. He has participated in more than 30 productions, and is a co-author of the current series entitled Conversations in Philanthropy.
Paul is a graduate of the University of Pennsylvania (BA, English, MS, Organizational Behavior) and is fluent in French and Spanish.
Elvira Orza
Partner and Managing Director
Email: eorza@fametrics.com
Elvira joined Family Office Metrics in 2006 with over 20 years of experience in financial markets, sales, trading and marketing. Prior to joining Family Office Metrics, she was Executive Director of the Outstanding Directors Institute, a division of financial publisher, Money-Media, which specializes in educational programs and corporate governance for public company directors. Before joining Money-Media, Elvira headed the Finance and Investments Division of the Institute for International Research.
She also brings a global perspective to FOM. After earning her MBA in Finance while working for Manufacturers Hanover Trust (now JP Morgan Chase), she joined a top Japanese Financial Institution. As Vice President, Institutional Sales and Capital Markets, she was responsible for marketing Derivative and Hedging Products.
Elvira is a graduate of Pace University (MBA with distinction) and is fluent in French.
