Independent insight from inside
the family office ecosystem
Jon Carroll + Family is an advisory platform built on decades of experience working directly with single family offices.
We produce expert-led content and engage in select partnerships that support executives, families, and firms navigating the real work of running a family office.
The Family Office Project
The Family Office Project is a content and insight initiative produced by Jon Carroll + Family.
The Family Office Project brings experience-backed insight into what works—and what fails—inside family offices today. Produced by Jon Carroll + Family, the project features candid, unscripted conversations informed by decades inside the room.
While some episodes are supported by industry partners, editorial direction remains independent and focused on practical reality—not promotion.
Insights from The Family Office Project
Our insights are organized around the core challenges family offices face today—from governance and leadership to technology, data, and execution. Each piece draws on real operating experience and is designed to help executives, families, and partners make better-informed decisions.
Whether delivered through long-form conversations or written analysis, the focus stays the same: clarity over commentary, and judgment over noise.
Advisory and Vendor Ecosystem
Governance and Leadership
Operating the Family Office
Technology and Data
FAQs
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After more than three decades working directly with family offices, Jon stepped back from day-to-day advisory work. That space allowed time to reflect on what consistently works, what repeatedly fails, and where the industry continues to struggle. Jon Carroll + Family reflects the work he is most interested in doing now—focused, selective, and long-term.
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Jon Carroll + Family is an advisory platform focused on board-level insight, strategic partnerships, and long-term thinking within the family office ecosystem. Through select advisory roles, industry partnerships, and The Family Office Project, we bring clarity to complex operating, governance, and execution challenges.
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The Family Office Project is a content and insight platform grounded in more than 40 years of real-world experience. It exists to surface the conversations family office professionals are already having privately—and bring clarity, context, and credibility to those discussions.
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Yes. We regularly connect with family offices, executives, and firms interested in partnering with us. All inquiries are reviewed to ensure alignment.
Jon currently accepts a limited number of board and senior advisory engagements each year.