Elana Vasi Earns Elite Insurance Certificate

  We are delighted to announce that Elana Vasi has earned the prestigious Chartered Private Risk and Insurance Advisor (CPRIA) certification. The CPRIA program is an intensive, 18-month program designed to enhance the insurance knowledge of professionals dedicated to private client risk management for high net worth clients. The course provides real-world scenarios, addresses current […]

Minimize Your Risk When Employing Domestic Staff

Many JDJ clients hire staff to help manage their busy lives, including caregivers for young children, aging parents or spouses, personal assistants, estate managers, housekeepers, drivers, chefs and even boat captains. Employing domestic staff has an inherent risk because of their involvement in all aspects of family life and their exposure to the family’s personal […]

JDJ Wins Best Lifestyle Management Firm

We are very pleased to announce that JDJ was named Best Lifestyle Management Firm at the 2021 Private Asset Management (PAM) Awards. The PAM Awards recognize the top investment professionals, wealth advisors, and other key service providers in the private asset management space. Several members of the JDJ team attended the virtual event hosted by […]

JDJ Promotes Four Team Members

We are pleased to announce the promotion of four members of our talented team. Lise Przybylski has been promoted to Associate 2 Sumit Bhattachan has been promoted to Associate 3 Stephanie Gaudian has been promoted to Associate 2 Logan Cerruti has been promoted to Associate 3 Lise, Sumit, Stephanie, and Logan have earned this recognition […]

Massachusetts Delays Charitable Contribution Deduction until 2022

As part of the state’s budget planning for fiscal-year 2021, Governor Baker’s administration passed legislation that delays the Massachusetts charitable deduction until 2022. Massachusetts residents were scheduled to be able to deduct charitable contributions on beginning with the 2021 tax year for the first time since 2001. Beginning in 2022, Massachusetts taxpayers may deduct charitable […]

Gina Rego Wins JDJ CARE Award

  Congratulations to Gina Rego, the recipient of the December 2020 Capturing and Recognizing Excellence (CARE) award! The CARE award allows JDJ team members to recognize peers who deliver outstanding client service. Gina was honored for the quality of her work, her attitude, and her commitment to her clients and teammates. Gina, a Senior Associate, […]