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Meet Our Team

JDJ Family Office Services is comprised of talented and caring professionals with varied backgrounds in accounting, finance, lifestyle management, and administration. The team is led by three founding partners with the support of managers, associates, and administrative staff. Our team members hold a multitude of advanced degrees and industry certifications and deliver stellar service to our clients and professional advisors.

Cross-functional client teams consisting of a partner, manager, and associate deliver customized accounting and lifestyle management services. This team approach ensures a thorough understanding of each client relationship, continuity of service, and cost-effectiveness.

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