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

National Private Client Services Leader Jo Anna Fellon shared her insights on wealth transfer and the future of family offices for Hartford Business Journal Private Client Services

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.

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Jo Anna M. Fellon

Jo Anna M. Fellon

Office Managing Partner, East Hanover - National Leader, Private Client Services

  • Tax & Business
  • Morristown, NJ