Author: Trish Richardson

Abi Smith Wins JDJ CARE Award

  Congratulations to Abi Smith, the winner of JDJ’s 2019 year-end CARE award. The Capturing and Recognizing Excellence (CARE) award is a peer-nominated award given to an individual who delivers exceptional service, reinforcing JDJ’s mission statement: We love helping people we care about, learning new things, and building meaningful relationships. There were several deserving nominees, […]

JDJ Shortlisted for Private Asset Management Awards in Four Categories

We are delighted to announce JDJ Family Office Services has been named a finalist for the Private Asset Management (PAM) Awards in four categories: Best Multi-Family Office (Over $10B) Best Lifestyle Management Firm Best Firm Culture – Wealth Management Best Family Office Succession/Continuity Plan The PAM awards recognize the top investment professionals, wealth advisors, legal […]

JDJ Shortlisted for Family Wealth Report Awards in Four Categories

We are delighted to announce JDJ Family Office Services has been named a finalist for the 2020 Family Wealth Report Awards in four categories: Best Multi-Family Office (Over $15B) Family Office  Management Consultancy Concierge/Specialist Service Firm Property & Household Showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities, […]

Take Us Out to the Ballgame!

It’s an annual rite of spring and a day everyone at JDJ looks forward to each year – Opening Day at Fenway Park! Despite the chilly temperatures, we have a few team members at the park today. Steve Sarcione is attending his 33rd consecutive Fenway Park opening day and Jessica Lee and Abi Smith are […]

JDJ Named Best Lifestyle Firm

We are thrilled to announce that JDJ was named Best Lifestyle Firm at the Private Asset Management Awards. We are so proud of our entire team – each member of our staff is devoted to delivering outstanding service to our clients every single day. Jamie Kittler and Kylie Ruschioni accepted the award on behalf of the firm […]

JDJ Team Member Promotions

We are very pleased to announce the promotion of several team members. Brett Dietz, CPA, MST and Shawn Whitney, MSF have been promoted to the role of Manager. Mallory Garneau and Brittany Quarantello have been promoted to Associate 4. Jeff Burke has been promoted to Associate 3. Bekah Paradise has been promoted to the position of Associate 2. “Brett, […]

The Philanthropy Talk: How Do I Do It…and Why Do I Have To

Kylie Ruschioni participated in a panel discussion on the topic of philanthropy. The event, called “The Philanthropy Talk: How Do I Do It…and Why Do I Have To,” was a partnership with The Boston Foundation, The Philanthropic Initiative, Massachusetts Society of CPAs, and the Boston Estate Planning Council. Panelists discussed strategies for speaking with clients about their philanthropic […]

JDJ Shortlisted for Family Wealth Report Awards

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 […]