Author: Trish Richardson

Elana Vasi-Smith Promoted to Senior Director

We are pleased to announce the promotion of Elana Vasi-Smith, CAPI, CPRIA to Senior Director of our award-winning Lifestyle Management division. Elana will continue to take a leadership role in developing Lifestyle Management services to address the increased demand from our clients for these services. “Elana’s leadership and expertise are two key reasons JDJ’s Lifestyle […]

JDJ/Maestro Announces Promotions

We are delighted to announce the promotion of several members of our team: Abi Smith has been promoted to Intermediate Lifestyle Associate and Marketing Coordinator Roberto Muniz, Jr. has been promoted to Associate 2 Logan Cerruti has been promoted to Associate 4 Jennifer Lohnes has been promoted to Manager Abi, Bob, Logan, and Jennifer have […]

JDJ Shortlisted for Private Asset Management Awards in Two Categories

We are delighted to announce JDJ Family Office Services has been named a finalist for the 2023 Private Asset Management Awards (PAM) in two categories: Best Multi-Family Office (Over $25B) Best Lifestyle Management Firm The PAM awards recognize the top investment professionals, wealth advisors, legal firms, consultants, and other key service providers in the private […]

Maestro and JDJ Join Forces

Maestro Financial Solutions and JDJ Family Office Services announce the joining of their firms, effective in the fourth quarter of 2022. The combined firm creates the leading independent multi-family office service firm in North America. Maestro offers private family office services as well as business outsource and accounting solutions to ultra‐high net worth families. JDJ […]

Guide to Holiday Tipping

The holiday season is traditionally a time to thank those who provide us with services throughout the year. Determining who to tip can be confusing – each of us has a different idea about what constitutes good service and how it should be recognized. Staffing shortages continue to impact the service industry, so you may […]

JDJ Named a Finalist for STEP Private Client Awards

We are delighted to announce JDJ Family Office Services has been selected as a finalist in the Multi-Family Office Team of the Year category for the 2022/2023 STEP Private Client Awards. STEP is the global professional association for practitioners who specialize in family inheritance and succession planning. The STEP Private Client Awards are widely acknowledged […]