June 24, 2024
National Private Client Services Leader Jo Anna Fellon shared her insights on wealth transfer and the future of family offices for Hartford Business Journal
Hartford Business Journal
By Andrew Larson
Excerpt:
Jo Anna Fellon, a tax partner at Marcum who serves as national leader of the accounting and advisory firm’s private client services practice, said young people — often third-, fourth- and fifth-generation members — are becoming more involved in family offices, bringing their own perspectives to the table.
