Category: News

Elana Vasi-Smith Featured in Family Wealth Alliance Spotlight on Risk Management

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 […]

Lise Przybylski Wins JDJ CARE Award

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 […]

JDJ Named a Finalist for STEP Private Client Awards

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 […]

Celebrate National 529 Day with a Gift on May 29

  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 […]

JDJ Rallies for the Red Sox and Against Cancer

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 […]

JDJ Honored by Private Asset Management Awards

We are very pleased to announce that JDJ was recognized as Highly Commended in the category of Best Multi-Family Office at the 2022 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 […]