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 […]
We are delighted to announce Jennifer Lohnes has been honored as the recipient of the December 2022 Capturing and Recognizing Excellence (CARE) Award! The JDJ CARE Award is a peer-nominated award that recognizes outstanding service to clients and colleagues. Jennifer was recognized for “going above and beyond, not just for clients, but for peers as […]
We are delighted to announce JDJ Family Office Services has been named a finalist for the 2023 Private Asset Management Awards (PAM) in two categories: Best Multi-Family Office (Over $25B) Best Lifestyle Management Firm The PAM awards recognize the top investment professionals, wealth advisors, legal firms, consultants, and other key service providers in the private […]
Maestro Financial Solutions and JDJ Family Office Services announce the joining of their firms, effective in the fourth quarter of 2022. The combined firm creates the leading independent multi-family office service firm in North America. Maestro offers private family office services as well as business outsource and accounting solutions to ultra‐high net worth families. JDJ […]
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 […]
Are you considering changing your residency from Massachusetts to another state? You are not alone. It is common for High Net Worth (HNW) individuals to change their home state, oftentimes motivated in part by tax reasons (i.e., moving to a state with lower or no income tax, such as Florida or New Hampshire). With the […]
JDJ Family Office Services Vice President Elana Vasi-Smith was recently featured in the Family Wealth Alliance Spotlight on Risk Management. Elana spoke about why insurance is an important tool for risk management, the benefits of utilizing an insurance client advocate, and how JDJ helps their clients mitigate risk every day. Family Wealth Alliance (FWA) is […]
We are delighted to announce Lise Przybylski is the recipient of the July 2022 CARE Award! The JDJ CARE award (which stands for Capturing and Recognizing Excellence) is a peer-nominated award to recognize outstanding service to clients and colleagues. Lise was recognized for her client service accomplishments as well as her corporate contributions. Lise’s colleagues […]
We are delighted to announce JDJ Family Office Services has been selected as a finalist in the Multi-Family Office Team of the Year category for the 2022/2023 STEP Private Client Awards. STEP is the global professional association for practitioners who specialize in family inheritance and succession planning. The STEP Private Client Awards are widely acknowledged […]
