Massachusetts Millionaire’s Tax

  In May 2016, the Massachusetts Legislature, in constitutional convention, adopted an amendment to the state constitution authorizing a 4% surtax on personal income in excess of $1 million. In order for this amendment to be added to the constitution, it must be adopted by another constitutional convention in May 2017 and then it needs […]

JDJ Named Finalist in 2017 Private Asset Management Awards

  We are pleased to announce that JDJ is a finalist for the 2017 Private Asset Management Awards. These awards recognize top investment professionals and key service providers operating within the private asset management industry. JDJ has been shortlisted in the following three categories: Best multi-family office – client service – over $2bn Best multi-family office – […]

JDJ Participates in Holiday Heroes Toy Drive

JDJ is proud to partner  once again with Youth Villages  to support their Holiday Heroes Initiative. JDJ team members donated toys, games, clothing, and gift cards to help Youth Villages achieve their mission of fulfilling the holiday wishes of more than 400 children across New England who come from families living below the poverty line. Best wishes for […]

Holiday Tipping Etiquette

The holiday season is traditionally a time to thank those who provide us with services throughout the year. Determining who to tip can be confusing – each of us has a different idea about what constitutes good service and how that service should be recognized. While there are no hard and fast rules regarding what […]

JDJ Is Named Finalist in Industry Award

We are pleased to announce that JDJ has been shortlisted for the Family Wealth Report Awards in the category of Best Marketing/PR Campaign. In early 2016, JDJ launched a new brand identity for the company. We revamped the logo and redesigned the web site, marketing materials, and corporate stationery to more accurately reflect the caliber of our […]

New Overtime Rules May Affect Household Employers

The Department of Labor (DOL) recently announced new rules, effective December 1, concerning overtime pay for all US employees. A summary of the changes is below, and more information about the new regulations can be found in ADP’s “New Overtime Rules” article. Because many JDJ clients are household employers, we felt it important to highlight some of […]