We are delighted to announce Trove has been selected as a finalist in three categories for the Family Wealth Report Awards 2024 program: Multi Family Office ($15 Billion AuM/AuA) Private Travel Property & Household The annual Family Wealth Report (FWR) Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family […]
We are delighted to announce share that these outstanding members of our team have been promoted to new roles: Emily Barker – Senior HR Generalist Jeff Burke – Senior Accounting Associate II Joe Campos – Senior Accounting Associate II Marilyn Carr – Accounting Associate II Anna Ferrari – Senior Lifestyle Associate II Victoria Hague – […]
Receives “High Commendation” for Best Multi-Family Office We are delighted to announce that Trove was recognized as Best Lifestyle Management Firm at the 2024 Private Asset Management (PAM) Awards in New York City. The PAM Awards recognize the top providers in the private asset management space. Several members of the Trove team attended the awards […]
We are delighted to announce Trove has been named a finalist for the 2024 Private Asset Management Awards (PAM) in three categories: Best Multi-Family Office (Over $25B) Best Lifestyle Management Firm Best Firm Culture The PAM awards recognize the top investment professionals, wealth advisors, legal firms, consultants, and other key service providers in the private […]
We are very proud to announce our new name: Trove. Our rebranding reflects the integration of JDJ Family Office Services and Maestro Financial Solutions. Our teams have been hard at work harmonizing our technology, processes, and culture to deliver best-in-class service. We are thrilled to now deliver those services as Trove. Our commitment to client service […]
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 it should be recognized. Staffing shortages continue to impact the service industry, so you may […]
We are delighted to announce JDJ Family Office Services has been selected as a finalist in four categories for the 2023 Family Wealth Report Awards: Multi Family Office ($15 Billion Aum/Aua and Above) Concierge/Specialist Service Firm Property & Household Rising Star Under 40 (Elana Vasi-Smith, CAPI, CPRIA) The annual Family Wealth Report (FWR) Awards program […]
We are delighted to announce that JDJ was recognized as Best Multi-Family Office over $25B at the 2023 Private Asset Management (PAM) Awards in New York City. We are honored to receive this prestigious recognition, which is a testament to the dedication of our talented team and their commitment to excellence. JDJ was also a […]
We are pleased to announce the promotion of Elana Vasi-Smith, CAPI, CPRIA to Senior Director of our award-winning Lifestyle Management division. Elana will continue to take a leadership role in developing Lifestyle Management services to address the increased demand from our clients for these services. “Elana’s leadership and expertise are two key reasons JDJ’s Lifestyle […]
We are delighted to announce the promotion of several members of our team: Abi Smith has been promoted to Intermediate Lifestyle Associate and Marketing Coordinator Roberto Muniz, Jr. has been promoted to Associate 2 Logan Cerruti has been promoted to Associate 4 Jennifer Lohnes has been promoted to Manager Abi, Bob, Logan, and Jennifer have […]
