On September 13, the House Ways and Means Committee released its initial proposal for tax changes under President Biden’s administration. The tax bill is designed to raise revenue for Biden’s $3.5 trillion dollar infrastructure package, which aims to support human infrastructure components such as national paid leave programs, extended Medicare, education, and climate policy. Negotiations […]
JDJ Partner Kylie Ruschioni participated in the 2021 PURE Insurance Championship last week. This PGA TOUR Champions event included a field of 81 PGA TOUR Champions players, 81 First Tee junior players, and 162 amateurs. This year’s two benefiting charities were Monterey Peninsula Foundation and First Tee. Kylie was part of a foursome led by golf pros […]
JDJ team members recently participated in the Youth Villages Backpack Heroes back-to-school drive. JDJers donated funds as well as 15 backpacks fully stocked with school supplies. Not only did our team provide much needed supplies, but they sponsored individual students, ensuring each child received the specific supplies they need for a successful school year. To help kick […]
We are delighted to announce Elizabeth Fogarty as the recipient of the July 2021 CARE Award! The JDJ CARE award (which stands for Capturing and Recognizing Excellence) enables JDJ team members to recognize their peers who deliver outstanding service to clients and colleagues. Elizabeth was selected for this honor because of her ongoing commitment to her clients […]
Congratulations to Kraig C. Moore, who recently earned the Certified Trust and Fiduciary Advisor (CTFA) designation, a prestigious certification administered by the American Bankers Association. The CTFA designation demonstrates expertise in the trust and financial advisor field, and is recognized industry-wide as a mark of excellence. Candidates are required to meet a number of […]
We are delighted to announce that JDJ Family Office Services has been named Best Property and Household Service Firm by Family Wealth Report (FWR) Awards, an independent industry association. “We are honored to be recognized as a premiere provider of financial and administrative services for ultra-high net worth families,” said James M. Kittler, JDJ’s President. […]
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 […]
