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How can we help?

JDJ was founded on the premise that as net worth increases, so do financial complexities, administrative commitments, and lifestyle management needs. JDJ simplifies the lives of our clients by managing these responsibilities for them, freeing them to focus on the activities they value most. JDJ does not manage assets, sell products, or receive commissions of any kind. Rather, we are an independent advocate and objective resource for our clients.

All of our services are customized to meet the specific needs of each relationship and are available à la carte. We provide flexible, sophisticated solutions to handle each client’s unique and sometimes complex needs. We set ourselves apart by the quality and experience of the personnel performing the services we offer.

Personal Accounting and Net Worth Reporting

Bill Paying and Expense Reporting

Budgeting and Cash Flow Planning

Tax Planning and Coordination

Investment and Balance Sheet Administration

Trust and Estate Administration

Lifestyle Management

Personal Accounting and Net Worth Reporting

JDJ can help you keep an accurate record of your overall net worth and provide consistent updates that help you make informed financial decisions. From expense tracking to asset allocation reports to cash flow projections, the following services can help you better understand your financial picture:

  • Preparation of consolidated statement of net worth, including balance sheet, profit & loss and cash flow
  • Entity accounting for trusts, foundations and closely-held businesses
  • Detailed reporting and analysis of expenses
  • Asset allocation and performance reporting
  • Tax liability projections
  • Customized reporting
  • Records management

Related Case Studies

Bill Paying and Expense Reporting

Let JDJ take this time-consuming task off your hands. We sort, evaluate, and pay any bills you designate, keeping you informed throughout with personalized reporting. We can even arrange for bills to be sent directly to our office, reducing the amount of mail you receive at home. In addition, we itemize your tax deductible expenses and provide this information to your tax advisor. One of our most widely utilized service areas, Bill Paying and Expense Reporting includes:

  • Payment of bills and bank statement reconciliation
  • Customized expense reporting
  • Tax deduction itemization
  • Payroll administration
  • Customized approval policies and procedures
  • Dispute resolution and invoice negotiation
  • Evaluation of service providers and vendors
  • Mail management, sorting and filing
  • Filing of medical claims and monitoring of insurance reimbursements
  • Paperless records management

Related Case Studies

Budgeting and Cash Flow Planning

JDJ offers a multitude of budgeting and cash flow services – from annual budget preparation and projected cash flow reports to cash flow management. These services ensure you have funds available where and when you need them. Our services include:

  • Annual budget preparation
  • Budget-to-actual reporting
  • Cash management
  • Detailed reporting and analysis of spending
  • Cash flow projections
  • Fiscal education of the next generation

Related Case Studies

Tax Planning and Coordination

For people of high net worth, it’s always tax season. JDJ will stay on top of your tax preparation year-round, making April 15th and October 15th (slightly) less painful days. As part of this work, we relieve you of the burden of gathering, tracking, and storing historical documents. Working closely with your tax accountants, we are ready to provide you with the following assistance:

  • Coordinate tax planning and preparation
  • Consolidate and present supporting documentation
  • Coordinate and process estimated quarterly tax payments
  • Tax minimization strategies
  • Cost basis tracking and reporting
  • Information gathering and document tracking
  • Electronic storage of important documents

Related Case Studies

Investment and Balance Sheet Administration

We can show you how hard your investments are working through a variety of services that detail your current investment strategies and performance, and help you manage the overwhelming paperwork that personal investments generate. JDJ provides:

  • Investment performance and asset allocation reporting
  • Performance reporting against industry benchmarks
  • Administration and oversight of alternative investments, including capital call processing, distribution tracking, capital commitment, document abstracting and cost basis tracking
  • Transaction planning, structuring and documentation
  • Maintenance of detailed electronic files for all investments

Related Case Studies

Trust and Estate Administration

JDJ simplifies the myriad details that come with planning, protecting, and transferring the wealth you’ve created. From estate planning to life insurance to wealth transfer, JDJ offers a full range of trust and estate management services, including:

  • Estate plan implementation
  • Trust administration
  • Trust document abstracting
  • Estate plan flow chart, summary and documentation
  • Life insurance portfolio oversight
  • Charitable and philanthropic administration
  • Foundation management
  • Wealth transfer planning
  • Fiscal education of the next generation
  • Estate settlement
  • Electronic storage of documents
  • Remote access to important records and data

Related Case Studies

Lifestyle Management

JDJ can handle all the details that come from leading a busy life. You tell us what you need. We make it happen. Some of the services in this area include:

  • Residential property management
  • Design and implementation of household maintenance schedule and vendor list
  • Hiring and management of domestic staff
  • Payroll set up and processing
  • Service provider due diligence
  • Property, casualty, and liability insurance review and oversight
  • Private travel management
  • Collectibles management
  • Special projects

Related Case Studies

Questions?


Contact us to learn how JDJ can make a difference in your life.

617.765.2100

Case Studies


Trust and Estate
Administration

Mr. Jones had a complicated estate plan consisting of multiple trusts. In addition, he had a disabled child who would benefit from a special needs trust.

Real Estate
Management

The Wilson family decided to purchase a home in an area of Florida where they often vacationed, and asked JDJ to assist them with this undertaking.

Domestic Staffing
Support

The Martin family came to JDJ for assistance managing their busy lives, which included young children, demanding careers, and multiple homes.

Awards


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