Family Office Metrics members join EY

Jan 13, 2016, 08:40 ET from EY

NEW YORK, Jan. 13, 2016 /PRNewswire/ -- EY announced today that the members of Family Office Metrics are now a part of the Ernst & Young LLP Family Office Advisory services team. Family Office Metrics is a consultancy firm that helps clients create, re-engineer and improve family offices globally by applying its domain expertise as well as insights gained from primary research and industry best practices.

"The addition of the well-known team at Family Office Metrics is part of EY's commitment to be the go-to advisor for family offices and the individuals, families and family businesses those offices serve," said Kate Barton, EY Americas Vice Chair of Tax Services. "As part of the Private Client Services practice in the US, the members of Family Office Metrics will work with a network of professionals from across the EY organization to accelerate EY's growing breadth of services offered to family offices with its EY Global Family Business Center of Excellence."

Family Office Metrics, one of North America's foremost family office management consultancies, was named "Best Management Consultancy" at the Family Wealth Report Awards in 2015, which showcases "best of breed" providers in the global private banking, wealth management and trusted advisor communities. It also was chosen as the 2014 Family Office Consultancy of the Year by Wealth and Finance International magazine.

Founding president and chief executive officer Jon Carroll and managing director Paul McKibbin have worked with a strong client base to deliver total solutions to family office management, operations and technology.

"As we become integrated into EY, we will be able to address the full spectrum of client needs, from a founder's office to structuring a multi-generation office that supports all family members while supporting successful successions, legacies and transactions across the globe," said Jon Carroll. "This deal is the result of a joint ambition to accelerate growth and improve business performance for family offices."

About EY's Private Client Services 
EY's Private Client Services offers tax-related domestic and cross-border planning and compliance assistance to business-connected individuals and their associated entities. In addition, in today's global environment, cross-border services help meet the ever-growing needs of internationally positioned clients. With dedicated resources in major markets around the world, we assist individual clients needing a wide range of tax services, including tax compliance, tax planning and tax advice relating to their business interests, investments and other financial-related assets. Our approach provides professionally prepared returns, related calculations and advice, as well as integrated tax planning.

Our talented people and in-depth knowledge can help you effectively manage your requirements on a global basis, whether you require our planning or compliance services. We have experience working with individuals and companies of all sizes across many aspects of the tax life cycle — planning, provision, compliance and controversy.

About EY's Family Business Services 
EY is a market leader in advising and guiding family businesses. With almost a century of experience supporting the world's most entrepreneurial and innovative companies, we understand the unique challenges they face — and how to address them. We offer a personalized range of services aimed at the specific needs of each individual business — helping it to grow and succeed for generations. Our Family Business Global Center of Excellence is a powerful resource that provides access to our knowledge, insights and experience, connecting family business owners to their peers through the strength of our global network.

About EY
EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit

This news release has been issued by Ernst & Young LLP, a member firm of EY serving clients in the US.

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