Category: Thought Leadership

JDJ Shortlisted for Private Asset Management Awards in Three Categories

We are very pleased to announce that JDJ Family Office Services has been named a finalist for the Private Asset Management Awards (PAM) in three categories: Best Multi-Family Office (Over $10B) Best Firm Culture – Wealth Management (larger firms) Best Lifestyle Management Firm The PAM awards recognize the top investment professionals, wealth advisors, legal firms, […]

Guide to Holiday Tipping

The holidays are traditionally a time to thank those who provide us services throughout the year, but determining who and how much to tip can be confusing. Each of us has a different idea about what constitutes good service and how that service should be recognized. The pandemic has had a significant impact on all aspects of […]

Coronavirus Impact: How to Help

The impact of the coronavirus is being felt in every corner of the globe and the effects of this pandemic will be far-reaching and sustained, particularly by our most vulnerable populations. In addition to following CDC guidelines to prevent the spread of the disease, practicing vigorous hand washing, and (safely) checking on neighbors, what actions […]

Plan Now to Maximize Year-End Tax Deductions

New Year’s Eve is quickly approaching, but before you watch the ball drop and usher in 2019, make sure you’ve sent out those charitable donation checks. It has been almost a year since President Trump signed the Tax Cuts and Jobs Act into law.  As many of us know, the new law significantly limits itemized […]

How much should you tip during the holidays?

The holiday season is traditionally a time to thank those who provide us with services throughout the year. However, 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 no hard and fast rules regarding […]

JDJ Shortlisted for Family Wealth Report Awards

We are pleased to announce JDJ Family Office Services has been named as a finalist for the 2019 Family Wealth Report Awards in two categories: Concierge/Specialist Service Firm Property, Household and Travel Showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities, the awards recognize companies, teams and individuals […]

Yacht Insurance Considerations

If you are contemplating the purchase of a yacht, or perhaps already own one, there are several important factors to consider to help mitigate risk and protect against loss. Do you have an Agreed Value insurance policy? When your policy is written, both the insurance company, and the owner will agree on the value of […]