“As part of the private client services practice in the US, the members of Family Office Metrics will work with a network of professionals from across the EY organization to accelerate EY's growing breadth of services offered to family offices with its EY Global Family Business Center of Excellence,” said Kate Barton, vice chair of tax services at EY in the Americas.

Family Office Metrics founding president and chief executive Jon Carroll and managing director Paul McKibbin have a strong background delivering solutions focused on family office management, operations and technology. Carroll and McKibbin have joined EY as executive directors, along with Elizabeth Loulan.

“As we become integrated into EY, we will be able to address the full spectrum of client needs, from a founder's office to structuring a multi-generation office that supports all family members while supporting successful successions, legacies and transactions across the globe,” said Carroll.

“This deal is the result of a joint ambition to accelerate growth and improve business performance for family offices,” he said.

EY's private client services division provides tax-related domestic and cross-border planning and compliance assistance for individuals and their associated entities. The organization's Family Business Global Center of Excellence connects family business owners with their peers, as well as providing industry insight.