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 […]
Many JDJ clients hire staff to help manage their busy lives, including caregivers for young children, aging parents or spouses, personal assistants, estate managers, housekeepers, drivers, chefs and even boat captains. Employing domestic staff has an inherent risk because of their involvement in all aspects of family life and their exposure to the family’s personal […]
Our employees are not only great at what they do but also contribute outside the office to help make the world a better place. JDJ team member Sean Corliss combined his love of snowboarding with philanthropy, participating in the inaugural The Sugarloaf Charity Summit. The Sugarloaf Charity Summit challenged participants to raise $100,000 and collectively […]
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 […]
Do you own stock in a small business or startup company? If so, it’s possible the stock is eligible for Qualified Small Business Stock (QSBS) tax treatment, which can potentially save millions of dollars in capital gains taxes. In this article, we provide an overview of the QSBS rules and some planning opportunities to consider. […]
We are pleased to announce the promotion of four members of our talented team. Lise Przybylski has been promoted to Associate 2 Sumit Bhattachan has been promoted to Associate 3 Stephanie Gaudian has been promoted to Associate 2 Logan Cerruti has been promoted to Associate 3 Lise, Sumit, Stephanie, and Logan have earned this recognition […]
As part of the state’s budget planning for fiscal-year 2021, Governor Baker’s administration passed legislation that delays the Massachusetts charitable deduction until 2022. Massachusetts residents were scheduled to be able to deduct charitable contributions on beginning with the 2021 tax year for the first time since 2001. Beginning in 2022, Massachusetts taxpayers may deduct charitable […]
Congratulations to Gina Rego, the recipient of the December 2020 Capturing and Recognizing Excellence (CARE) award! The CARE award allows JDJ team members to recognize peers who deliver outstanding client service. Gina was honored for the quality of her work, her attitude, and her commitment to her clients and teammates. Gina, a Senior Associate, […]
