Episode 10
May 23rd 2024
Show Summary
Future-proofing your Family Office
Jon Carroll will discuss various aspects with live audience polling, including investments in technology, innovation, automation, integration, AI, business continuity planning, and tools for supporting operations and data security.
Jon will also interview Eton Solutions Eton Solutions, an integrated accounting platform leveraging generative AI for its Eton GPT tool, and Summitas, a secure, flexible collaboration tool for wealth management.
About the Moderator
Jon Carroll, Single Family Office Advisor, JC + Family
Jon Carroll has spent 30 years in the family office advisory business. Jon advises family members, family business owners, trustees and family office executives on how to grow and govern their single-family office. As a family office executive and consultant, Jon has worked with hundreds of enterprise families, trustees, and family offices.
After spending 7 years working as a family office CFO and then COO, Jon founded Family office Metrics, a business management consultancy focused exclusively on single family offices’ people, process, and technology. EY bought Family Office Metrics in 2015. Jon spent the next 6 years supporting single family offices as member of the EY Family Office Advisory Services practice until his retirement in December, 2021.
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More about Jon
Since 2022, Jon has been working as JC+Family with select single family office clients together with his daughter, Liz Loulan, and son-in-law, Clayton Loulan. both Liz and Clayton worked together with Jon in Family Office Metrics.
Jon holds an MBA in finance from the University of Colorado, Denver and a BA in history for the University of California, Berkeley. He is Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants.
About Eton Solutions
Represented by Tim Raby, CTO, and Philip Ierardi, Senior Vice President, Sales, Eton Solutions
Eton Solutions is a leading provider of technology solutions and services for family offices and ultra-high-net-worth families. Built by a family office for family offices, Eton Solutions enables family offices to streamline operations, enhance their customer experience and achieve scale.
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About Tim and Phil
About Tim
CTO of Eton Solutions since 2016, Tim boasts over 30 years of experience in technology design and development. His career includes leadership roles in wholesale finance, internet, and mobile industries. Before joining Eton Solutions, Tim served as CTO at Alphameric PLC in 1989, overseeing the design and maintenance of numerous trading desks worldwide. He also held senior positions at British Telecom and served as General Manager of Truphone's North American subsidiary. At Eton Solutions, Tim's primary focus is on data, system security, and compliance, reflecting his commitment to excellence in every system he designs and operates.
About Phil
Phil Ierardi joined Eton Solutions in April of 2021 as Senior Vice President of Sales. Phil is a 25 year veteran of Fidelity Investments. He spent 16 years building out the Fidelity Family Office Services business from a start-up in 2004 to over 450 clients and nearly $200 billion in assets. In his last role with FFOS, Phil was SVP, of Family Office Sales and Consulting. He oversaw the business development function nationally, as well as the reporting services function consisting of a team of consultants focused on technical and operational efficiency. Having worked with hundreds of single-family and multi-family offices, Phil has extensive knowledge in the area of financial technology and operations as it pertains to the challenges inherent in supporting UHNW clients. Prior to his roles in sales and consulting, Phil was responsible for a team of middle office, back office and product management professionals focused on the development and delivery of reporting services to SFO and MFO clients. He was part of the build out and creation of a new platform, as well as the implementation of a world class service model.
Prior to his career at FFOS, he worked at Fidelity Charitable in a series of roles. Phil was responsible for managing the modernization and conversion of the Fidelity Charitable infrastructure to a new platform. He helped launch a new business for an outsourced, white-labeled donor advised fund. Lastly, he worked as a relationship manager promoting the Fidelity Charitable services to T&E attorneys, CPAs, RIAs and UHNW individuals.
About Summitas
Represented by Bill Wyman, President, Family Office Services, Summitas
Summitas Platform® offers families and wealth management firms cutting-edge security, privacy, and flexibility. From the Digital Vault to collaborative tools and streamlined workflows, it simplifies information access and delivery, enhancing engagement and collaboration in one place.
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About Bill
Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors. Previously, he was with Rockefeller, Deutsche Bank, and J.P. Morgan in Geneva, Switzerland. Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. He earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.
