BanyanGlobal Family Business Advisors
JoEllen Ross is a seasoned financial professional with extensive experience in tax and fiduciary services. Currently serving as a Partner at Banyan Family Business Advisors since January 2014, JoEllen specializes in assisting family business owners with effectiveness and transition challenges. Additionally, JoEllen has been the Director of Taxes at Banyan Family Business Consulting, LLC since January 2020. Previous roles include Tax and Financial Consultant at Greenberg Traurig, LLP, and Chief Fiduciary Operating Officer at GenSpring Family Offices. JoEllen's earlier career includes positions as a Tax Consultant at Greenberg Traurig and a Partner at Andersen, where JoEllen also served as Managing Partner of the Orlando office. JoEllen holds a Bachelor of Arts in Accounting from Michigan State University and has participated in Leadership Orlando.
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BanyanGlobal Family Business Advisors
Like the tree from which it derives its name, BanyanGlobal (formerly Banyan Family Business Advisors) was founded to help business families identify, strengthen, and expand their roots, as their branches grow from generation to generation. Our firm’s integrated, multi-disciplinary expertise in family, business, finance, ownership, and philanthropy has helped some of the world’s most influential business families change and innovate without uprooting family traditions. Our commitment to clients is to help them create and cultivate a lasting family legacy.