Shows
The WealthTech PodcastCurrent and Future State of The Family Office Industry, with Jon Carroll & Liz LoulanIn this episode, Mark Wickersham discusses with Jon Carroll and Liz Loulan:Rumors of Jon’s RetirementThe Family Office ProjectAbout Jon Carroll + FamilyReputational RiskValue of Using a ConsultantWhen Family Offices Should OutsourceThe Importance of BenchmarkingTechnology TrendsArch of the MFO IndustryPersonal Travel QuestionsAbout Jon CarrollJon Carroll is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family office executives on how to grow, improve, transform, and govern their single family office. In 2023 Jon received the PAM Lifetime Achievement Aw...2024-12-1346 min