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 for their respective talents.” said James M. Kittler, President of JDJ Family Office Services. “Kylie goes above and beyond to utilize her skill set to solve the unique and complex challenges faced by her clients. Trish manages all aspects of JDJ’s operations, working behind the scenes to ensure our team is supported and our firm runs smoothly. Both are deeply dedicated to providing exemplary service to clients and colleagues. Their contributions have been a significant factor in our firm’s continued growth. Doreen, Steve and I are thrilled to welcome Kylie and Trish to the firm’s partnership.”
Ms. Ruschioni works with clients to manage many aspects of their financial lives, including tax planning, estate planning and implementation, customized financial reporting, and investment administration. Kylie interfaces proactively with wealth advisors, attorneys, tax accountants and other professional advisors to maintain a holistic picture of her clients’ financial well-being. Previously, Kylie was a manager in the Rothstein Kass Family Office Group, and a client relationship manager at JDJ Resources.
Ms. Richardson manages a variety of administrative functions, including marketing, office management, event planning, and various human resources duties. Trish’s responsibilities are wide-ranging and include everything from recruiting team members to developing new business proposals. Everyone with whom she interacts appreciates her work ethic, thoroughness, efficiency, and compassion. Trish’s ability to see the big picture without losing sight of the details makes her a valuable addition to the JDJ team. Previously, she served as the office manager of the Boston office of Rothstein Kass and marketing manager at JDJ Resources.
“JDJ Family Office Services is committed to developing and maintaining long-term relationships with its clients,” said Doreen M. Biebusch, Founding Partner. “Our new partners will continue to nurture and promote these relationships, and help JDJ maintain its independence as we grow.”
About JDJ Family Office Services
JDJ Family Office Services is an administrative multi-family office created in 2001 to serve affluent individuals and families. JDJ was founded on the premise that as wealth increases, so does the volume of day-to-day financial and administrative responsibilities. JDJ simplifies the lives of our clients by managing these responsibilities for them, offering a variety of high-end, confidential, customized, customer-focused services performed by professionals who have an expertise in both finance and administration.
Services include personal accounting and net worth reporting; budgeting and cash flow planning; bill paying and expense reporting; tax planning coordination; investment and balance sheet administration; trust and estate administration; and lifestyle management.