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 […]
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, […]
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 […]
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 […]
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 […]
