Category: News

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 […]

Year End Tax Planning Tips and Strategies

  With the holidays on the horizon, now is the time to plan in order to optimize your tax liability for 2019 and 2020. We encourage our clients to have a discussion with us and their tax accountant now to determine how best to address their current tax situation. While there are no drastic tax law […]

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, […]

Holiday Tipping Etiquette

This is traditionally the time of year when we thank those who provide us services, but who should you tip and what is the appropriate amount? Determining who to tip can be confusing — each of us has a different idea about what constitutes good service and how that service should be recognized. While there are […]

Social Security Benefits to Increase in 2020

If you or your family members receive Social Security and Supplemental Security Income (SSI), you will receive a 1.6% raise in your benefits in 2020.  The Cost Of Living Adjustment (COLA) will begin in January. Annual COLA adjustments take effect in January each year and are tied to any increase in the Consumer Price Index […]

Stephen Lau Wins JDJ’s Inaugural CARE Award

  JDJ’s mission statement epitomizes why JDJ exists: “We love helping people we care about, learning new things, and building meaningful relationships.” These words encompass the spirit of what JDJ team members strive to achieve every day. We created the Capturing and Recognizing Excellence (CARE) award to recognize an individual who delivers exceptional service to […]