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 deemed to have ‘demonstrated innovation and excellence during 2018.’
“We are delighted to have been shortlisted for these prestigious awards,” said James M. Kittler, JDJ’s President. “It is a great honor to be named as a finalist in two lifestyle management categories, and it is a testament to the hard work our entire team has put in over the last twelve months.”
“The shortlisted firms are all worthy competitors,” said ClearView Financial Media’s Chief Executive Stephen Harris. “These awards recognize the very best firms in the private client industry, with ‘independence,’ ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in the family office industry.”
JDJ Family Office Services simplifies the lives of our clients by managing their day-to-day financial and administrative responsibilities. We work proactively to solve the unique and complex challenges our clients face. We combine our expertise in accounting and lifestyle management to deliver each client a bespoke suite of services that addresses their needs. Our 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.
Winners will be announced at a gala in Manhattan on March 20, 2019.