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Maria Neary and Jon Persson

Maria Neary, CPA, CFA (mneary@gellerco.com) is managing director, Geller Family Offices, LLC, New York, a leading shared family office that provides investment and estate planning services.

Jon Persson, CLU, CFP (jpersson@gellerco.com) is director of financial planning at Geller Family Office Services LLC in New York, a leading shared family office.

 Articles by this Author

How to Select a Family Office As Wealth Manager
by Maria Neary and Jon Persson

A primer on what to expect in terms of service and capabilities.