Creating and implementing an estate plan is an important step to ensure that whatever you owned in life is passed on after your death in accord with your wishes (and not those of the state). It is prudent to work with your estate attorney, tax accountant, and financial advisor to plan strategically and determine the […]
We recommend that our clients conduct an annual insurance review with their broker or agent, to be sure they are properly covered against a variety of risks. Particularly, families of high net worth should consider an excess liability (or umbrella) policy, which pays for judgments and defense costs for incidents which occur where the individual […]
The recent “WannaCry”cyber attack resulted in ransomware being downloaded onto computers in more than 150 countries, disrupting systems and affecting hundreds of thousands of users. This incident is just the latest reminder of the level of sophistication, the impact, and the ubiquity of cyber crime. For most of us, going completely off the grid is […]
An estimated 15.4 million consumers were impacted by some type of identity theft in 2016, according to a report by Javelin Strategy & Research, an increase of 16% from the prior year. Despite efforts to combat it, approximately 1 in every 16 U.S. adults was a victim of identity theft last year, and fraudsters net […]
Kylie Ruschioni and Jamie Kittler represented JDJ at last night’s Private Asset Management Awards black tie gala. JDJ was nominated in three multi-family office categories, and though we did not take home a trophy like we did last year, it is an honor to continue to be recognized by this prestigious organization.
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 […]
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 – […]
To our clients, colleagues, and friends, All of us at JDJ Family Office Services wish you and your families the happiest of holidays and much peace and happiness in 2017!
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 […]
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 […]