Are you considering changing your residency from Massachusetts to another state? You are not alone. It is common for High Net Worth (HNW) individuals to change their home state, oftentimes motivated in part by tax reasons (i.e., moving to a state with lower or no income tax, such as Florida or New Hampshire). With the […]

JDJ Family Office Services Vice President Elana Vasi-Smith was recently featured in the Family Wealth Alliance Spotlight on Risk Management. Elana spoke about why insurance is an important tool for risk management, the benefits of utilizing an insurance client advocate, and how JDJ helps their clients mitigate risk every day. Family Wealth Alliance (FWA) is […]

We are delighted to announce Lise Przybylski is the recipient of the July 2022 CARE Award! The JDJ CARE award (which stands for Capturing and Recognizing Excellence) is a peer-nominated award to recognize outstanding service to clients and colleagues. Lise was recognized for her client service accomplishments as well as her corporate contributions. Lise’s colleagues […]

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 […]

  National 529 Day is coming up! Celebrate on May 29 by making a gift to a child or grandchild’s 529 Qualified Tuition Savings Plan (formerly called 529 College Savings Plans). These savings vehicles are available through government-sponsored programs in nearly all states and the District of Columbia. Most 529 plans offer a range of investment […]

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 […]

Interest in alternative investments is rapidly growing and one burgeoning area is art investment. In fact, online art sales have increased significantly during the pandemic, as seen via Sotheby’s which sold $285 million worth of fine art and decorative objects through July 31, 2021, triple the value for the entire year of 2019. Art is […]

Happy Fenway Park Opening Day! The JDJ team’s favorite way to commemorate the arrival of spring is to celebrate the start of baseball season. One of the many traditions that comes along with Fenway’s Opening Day is participating in the Jimmy Fund’s Rally Against Cancer. Money raised from the event benefits Dana-Farber Cancer Institute’s research […]