Our Team
Jon Carroll + Family is an advisory platform led by Jon Carroll and family, grounded in decades of experience working directly with single family offices.
As a family with shared experience supporting families in business, we bring a long-term, practical perspective to governance, execution, and strategic decision-making across the family office ecosystem. Our work spans board-level advisory, selective partnerships, and the productions of The Family Office Project.
Jon Carroll
Jon Carroll is a long-time family office executive and advisor with more than three decades of experience working directly with family members, business owners, trustees, and senior family office leaders.
Today, Jon’s involvement is focused on select board memberships and senior advisory engagements, where deep pattern recognition, judgment, and context matter more than day-to-day execution.
Founder
Liz Loulan
Liz Loulan leads the operations, partnerships, and execution of Jon Carroll + Family. With more than a decade of experience across marketing, communications, and sales for global organizations, small businesses, and family-run enterprises, she serves as the primary point of contact for industry partnerships and collaborative work.
Liz oversees the day-to-day work of the platform and works closely with organizations seeking to engage family office audiences with credibility, nuance, and long-term perspective.
Managing Partner
Creative PartnerClayton Loulan
Clayton Loulan supports content development, storytelling, and visual execution across The Family Office Project. With a background spanning creative writing, film, and design, he helps translate complex ideas into clear, compelling narratives.
Recognition & Awards
Jon Carroll’s work has been recognized over the years for leadership, implementation excellence, and impact within the family office industry, including: