2018 Golf Outing A Success, Despite the Heat

Everyone enjoyed themselves at JDJ’s annual golf outing yesterday, despite temperatures in the mid 90s. A select group of advisors joined us at Pine Brook Country Club in Weston for a round of golf, networking, and refreshments. The red team was victorious in the “Ryder Cup” format match, winning bragging rights until next year.

Donating School Supplies to Start the Year Off Right

For the seventh consecutive year, JDJ participated in the Youth Villages Backpack Heroes back-to school drive. JDJ team members generously supported this initiative by purchasing school supplies that are most in demand and by making general donations to support this worthy program. In addition, some JDJers sponsored individual students to ensure that they receive exactly […]

What do I need to know about REAL ID?

Image courtesy of www.mass.gov. REAL ID is a federal security standard for identification documents that was created as a result of increased security measures after the September 11, 2001 terrorist attacks. As of October 1, 2020, you will need a passport or identification that is REAL ID compliant when you fly in the U.S. or enter […]

JDJ Family Office Services Announces Two New Partners

July 18, 2018 — JDJ Family Office Services (JDJ), a nationally recognized and award-winning administrative multi-family office based in Boston, MA, today welcomed Kylie Ruschioni, CFP® and Trish Richardson as new partners. “Kylie and Trish epitomize the diverse talent JDJ brings to providing outstanding family office services. Both have extensive experience, and are greatly admired […]

BREAKING NEWS: Millionaire Tax Defeated

The Massachusetts Supreme Judicial Court has just ruled that a question that would have asked voters to approve a new surtax of 4% on income over $1 million cannot be placed on the ballot this November, effectively killing this three-year initiative. This news is of particular importance to JDJ clients, many of whom would have […]

We’ve moved (down the hall)!

    Last week brought with it the stress and anticipation of an office move for the JDJ team. It’s been an exciting time for all of us here at JDJ and we’re pleased to announce that we’re now in our new office space! As some of you know, we have experienced significant growth here […]

Yacht Insurance Considerations

If you are contemplating the purchase of a yacht, or perhaps already own one, there are several important factors to consider to help mitigate risk and protect against loss. Do you have an Agreed Value insurance policy? When your policy is written, both the insurance company, and the owner will agree on the value of […]

Baseball Fun for a Good Cause

One of the official signs that spring has arrived in Boston is Opening Day at Fenway Park. Although the weather outside was chillier than we would have liked, JDJ team members celebrated this annual rite of passage by eating baseball-centric food and participating in the Rally for the Jimmy Fund. The Jimmy Fund supports Boston’s […]

What the New Tax Laws Mean for HNW Individuals

On December 22, 2017, the President signed the Tax Cuts and Jobs Act into law. The enactment marks the largest reform to the U.S. tax system since 1986. The Tax Cuts and Jobs Act has a wide-ranging impact on both individuals and businesses, as well as international tax law. Below is an outline of some of the […]