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Case Studies

Learn how we’ve helped simplify the lives of our clients, freeing them to focus on the activities they value most.

Personal Accounting and
Net Worth Reporting

Mr. Edward was a very busy man with a family, two homes and multiple business ventures. As one of his ventures evolved, the complexity of Mr. Edward’s day-to-day activities increased.

Building Meaningful
Relationships

Jane and Joseph Cooper were referred to JDJ by their accountant, who knew their household employment situation was in disarray.

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.

Tax Planning and
Cordination

It was September 30th and Ms. Murphy’s tax accountants desperately needed long overdue information to complete her very complicated tax return by the October 15th deadline.

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.

Wealth Analysis Tools
and Reporting

Mr. Marcus is a successful entrepreneur with multiple wealth managers, an active interest in alternative investments, and a net worth of over $100 million.

Domestic Staffing
Support

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

Simplified Yacht
Ownership

Acquisition of a yacht can be one of the stepping stones you have planned for in your life. Taking care of details, to ensure you enjoy that achievement is our job.

Fiscal
Education

It can be challenging for children of affluence to handle money in a responsible manner. As a result of our long-term client relationships, JDJ often works with multiple generations of a family...

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Awards


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