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. He joined Ernst & Young, LLP in 2016 after a 22-year career supporting family office leading practices and successful outcomes through people, process and technology.
Jon holds an MBA in finance from the University of Colorado, Denver and a BA in history from the University of California, Berkeley. He is a Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants and the Florida Institute of CPAs.
How Jon is building a better working world
″We build a better working world by supporting the strategy, vision, leadership, ownership and wealth transfer of our enterprise family clients. Our job is to support the legacy of your family office through our proprietary family office metrics tools to grow, improve and protect family wealth.″