Paul supports family offices on business and operational risk assessment, and on re-engineering and family office systems and technology. He is a specialist in the information architecture of family offices and has selected, designed and implemented risk management, reporting and accounting infrastructures for some of the world’s most sophisticated family offices.
Prior to joining Ernst & Young LLP, Paul was a managing partner with Family Office Metrics, a globally recognized leader in providing management consulting to single family offices. Prior to this he was founder and president of Private Family Networks, a provider of secure virtual family office platforms for global single family offices.
Paul is a regular speaker on family office technology topics. He has a Bachelor’s degree in English and a Master’s degree in Organizational Behavior, both from the University of Pennsylvania.
How Paul is building a better working world
In 2000, Paul’s experience in working with families led him to found Shaking the Tree Foundation, an independent educational not-for-profit that uses theater and interactive audience forums to teach family dynamics and to promote philanthropy. He has participated in more than 45 productions and coauthored a dozen of Shaking the Tree’s unique Living Case Studies.