Author: Trish Richardson

Coronavirus Impact: How to Help

The impact of the coronavirus is being felt in every corner of the globe and the effects of this pandemic will be far-reaching and sustained, particularly by our most vulnerable populations. In addition to following CDC guidelines to prevent the spread of the disease, practicing vigorous hand washing, and (safely) checking on neighbors, what actions […]

Coronavirus Response at JDJ

As of Monday, March 16, everyone on the JDJ team is working remotely in order to adhere to CDC guidelines for social distancing. We have a robust, secure technology infrastructure in place to support our remote workforce. We have embraced video conferencing, screen sharing, and other tools that enable us to work together seamlessly to […]

Moore, Vasi and Paris Promoted to Officers of JDJ

  We are delighted to announce that Kraig Moore, Elana Vasi, CAPI, and Ashley Paris, CFP®, have been promoted to Officers of JDJ Family Office Services, with the title of Senior Manager/Vice President. Kraig, Elana, and Ashley display outstanding leadership qualities and have contributed significantly to JDJ’s growth and excellent reputation. “Kraig, Elana, and Ashley […]

JDJ Team Member Promotions Announced

We are delighted to announce the promotion of several members of our talented team. Abi Smith has been promoted to Senior Office Administrator. Jessica Lee now holds the role of Intermediate Lifestyle Associate. Joanne Flanagan was promoted to Associate 1. Stephen Lau and Sean Corliss were promoted to Associate 2. Elizabeth Fogarty and Gina Rego […]

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 […]