Author: Trish Richardson

JDJ Shortlisted for Family Wealth Report Awards

We are pleased to announce JDJ Family Office Services has been named as a finalist for the 2019 Family Wealth Report Awards in two categories: Concierge/Specialist Service Firm Property, Household and Travel Showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities, the awards recognize companies, teams and individuals […]

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.

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 […]

Elana Vasi Earns Prestigious Insurance Certification

Elana Vasi (center) displays her CAPI certificate after the presentation at the Wharton School by Fran O’Brien, Division President of North America, Chubb Personal Risk Services (left) and Chris Geczy, Ph.D, Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research at The Wharton School (right).   Elana Vasi, JDJ’s Manager of Lifestyle Services, […]

JDJ Supports Holiday Heroes

JDJ team members came through once again this year with an incredibly generous outpouring of gifts to support the Youth Villages Holiday Heroes initiative. This program provides winter essentials and holiday gifts for children and teens in need throughout New England. Donations included everything from Lego sets to fuzzy blankets, Red Sox gear, shoes, board games, […]

Patriots Nation

JDJ was well represented at last night’s New England Patriots game! Talia Bartash and her mom, Lisa Albano, were on the field for a pre-game celebration honoring cancer survivors. Lisa was one of 11 cancer survivors who was treated to a day of pampering at Gillette Stadium last week. The ladies were also given tickets […]

Marathoner in our midst!

Congratulations to our own Jason Heman, and his wife, Brooke Koshel, who recently completed their first marathon. Jason had previously run a few half marathons and he and Brooke had run some shorter races together. Jason credits Brooke with the idea of setting the goal of running a marathon as part of their commitment to […]

JDJ Summer Outing

One of our traditions at JDJ is to have a company outing each summer (something we’ve been doing faithfully since 2004). Usually the event centers around a theme, with the company broken up into teams that compete for points in the weeks leading up to the festive day.  Each year, an appointed internal Party Planning […]