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, […]
We are delighted to announce the launch of JDJ’s first video! Meet our team, learn how we work with clients and advisors, and find out what makes us unique.
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 […]
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 […]
The so-called “Millionaire’s Tax” is likely to be on the ballot for Massachusetts voters in 2022. This proposed legislation would impose an additional 4% tax on earnings above $1,000,000 beginning in 2023. Before high earners consider relocating, they should be aware that even nonresidents must pay tax on income from Massachusetts sources. Those who […]
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 […]
The Massachusetts Paid Family Medical Leave Act (PFML) will now take effect on October 1. The new law will allow for paid leave for family and medical-related absences and will be funded through both employer and employee contributions to a trust established by the program. Please refer to our earlier blog post on the subject […]
For the eighth consecutive year, JDJ participated in the Youth Village Backpack Heroes Back-to-school drive. The Backpack Heroes campaign provides new backpacks and school supplies to children and young adults. In Massachusetts, backpacks and school supplies collected go to more than 300 children and young adults. JDJ team members supported this annual campaign by making […]
Summer means travel, and the season is well underway. Travel can be exciting and stressful at the same time. Here are some tips to help keep your plans running smoothly, especially as you pass through airports and borders. Trusted Traveler Programs The department of Homeland Security offers a variety of programs to help you “zip” […]
Governor Baker and legislative leaders announced late yesterday that implementation of the new Massachusetts Paid Family Medical Leave Act (PFML) will be postponed to October 1. Additional changes to the law have not yet been released. There will likely be an increase in the contribution rate (from .63% to .75%) in order to fund the […]
