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 […]

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 […]

This year marks some important milestones for JDJ; in 2021 we celebrate 20 years since our founding. JDJ was launched in 2001 with the belief that there was an unmet need for administrative family office services, and we are so grateful to everyone who believed in us along the way, including those first clients, who […]

  We are delighted to announce JDJ Family Office Services has been selected as a finalist in four categories for the 2021 Family Wealth Report Awards: Best Multi-Family Office (Over $15B) Concierge/Specialist Service Firm Art & Private Collections Property & Household The annual Family Wealth Report (FWR) Awards program recognizes the most innovative and exceptional […]

Congratulations to Tyler Hilliard, the recipient of the July 2020 Capturing and Recognizing Excellence (CARE) award! The JDJ CARE award launched last summer as a way for JDJ team members to recognize their peers who deliver outstanding service to clients and colleagues. Tyler was selected for this honor because of his pivotal role in helping […]

We are very pleased to announce that Angela P. Simmons, CFP® has been promoted to Officer of JDJ Family Office Services, with the title of Senior Manager/Vice President. Angela displays exceptional leadership qualities and has contributed significantly to JDJ’s growth and outstanding reputation. “Angela is incredibly dedicated to her clients, team members, and our firm,” […]

Congratulations to Kylie Ruschioni, who is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). The AEP® designation is a graduate level, multi-disciplinary specialization which recognizes estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. Kylie was among a select group of members nominated by […]

We are delighted to announce that JDJ Family Office Services has been named Best Concierge/Specialist Service Firm by Family Wealth Report (FWR) Awards, an independent industry association. We are honored to be recognized as a premiere provider of financial and administrative services for ultra-high net worth families. “We are thrilled to be named the winner of […]