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 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 […]
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 […]
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 […]
We are pleased to announce that Nikkisha Spencer, MBA, has been named to The Boston Foundation’s (TBF) Professional Advisors Network. Nikkisha is one of six new members named to the group. JDJ Vice President Angela Simmons will become an alumna of the Professional Advisors Network when her three-year term expires in June. TBF’s Professional Advisors […]
We are thrilled to announce that JDJ Family Office Services has been named Best Property and Household Service Firm by Family Wealth Report (FWR). JDJ Partners Jamie Kittler and Kylie Ruschioni attended FWR’s 9th Annual Awards gala in Manhattan last night where they accepted the award. JDJ was a finalist in five categories, which is […]
We are very pleased to announce that JDJ was recognized as Highly Commended in the category of Best Multi-Family Office at the 2022 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 […]
In honor of the retirement of Doreen M. Biebusch, one of JDJ’s founding partners, JDJ established and made an initial contribution to the JDJ City Fund in Honor of Doreen Biebusch. Thanks to the generous donations of advisors, clients and colleagues who wished to honor Doreen and her illustrious career, the fund raised more than […]
We are delighted to announce JDJ Family Office Services has been selected as a finalist in five categories for the 2022 Family Wealth Report Awards: Multi-Family Office ($15 Billion+) Outstanding CEO – James Kittler Rising Star Under 40 – Kylie Ruschioni Concierge/Specialist Service Firm Property & Household The annual Family Wealth Report (FWR) Awards program recognizes […]
JDJ is very pleased to announce the promotion of six members of our talented team. Charlotte Christian has been promoted to Associate 2 Derek Montolio has been promoted to Associate 3 Gina Rego and Elizabeth Fogarty have been promoted to Associate 4 Rachel DeIeso has been promoted to the role of Manager Jason Heman has […]
