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Managing Your Personal Life.

Professionally.

As Boston’s premier administrative multi-family office, JDJ provides personal CFO services to ultra-high net worth individuals and families.

Welcome to a life less complicated.

Our experienced, professional staff provides customized accounting, financial administration, and lifestyle management services that address your particular needs. We simplify your life by managing these responsibilities for you, freeing you to focus on those activities you value most.

Services

Personal Accounting and Net Worth Reporting

Bill Paying and Expense Reporting

Budgeting and Cash Flow Planning

Tax Planning and Coordination

Investment and Balance Sheet Administration

Trust and Estate Administration

Lifestyle Management

Personal Accounting and Net Worth Reporting

JDJ can help you keep an accurate record of your overall net worth and provide consistent updates that help you make informed financial decisions. From expense tracking to asset allocation reports to cash flow projections...

Bill Paying and Expense Reporting

Let JDJ take this time-consuming task off your hands. We sort, evaluate, and pay any bills you designate, keeping you informed throughout with personalized reporting. We can even arrange for bills to be sent directly to our office, reducing the...

Budgeting and Cash Flow Planning

JDJ offers a multitude of budgeting and cash flow services – from annual budget preparation and projected cash flow reports to cash flow management. These services ensure you have funds available where and when...

Tax Planning and Coordination

For people of high net worth, it’s always tax season. JDJ will stay on top of your tax preparation year-round, making April 15th and October 15th (slightly) less painful days. As part of this work, we relieve you of...

Investment and Balance Sheet Administration

We can show you how hard your investments are working through a variety of services that detail your current investment strategies and performance, and help you manage the overwhelming paperwork that personal investments...

Trust and Estate Administration

JDJ simplifies the myriad details that come with planning, protecting, and transferring the wealth you’ve created. From estate planning to life insurance to wealth transfer, JDJ offers a full range of trust and...

Lifestyle Management

JDJ can handle all the details that come from leading a busy life. You tell us what you need. We make it happen...

Case Studies


Trust and Estate
Administration

Mr. Jones had a complicated estate plan consisting of multiple trusts. In addition, he had a disabled child who would benefit from a special needs trust.

Real Estate
Management

The Wilson family decided to purchase a home in an area of Florida where they often vacationed, and asked JDJ to assist them with this undertaking.

Domestic Staffing
Support

The Martin family came to JDJ for assistance managing their busy lives, which included young children, demanding careers, and multiple homes.

Questions?


Contact us to learn how JDJ can make a difference in your life.

617.765.2100

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