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 a collaborative and member-driven organization that has been serving the multi-family wealth community for more than 17 years. FWA serves family wealth firms and family wealth individuals, providing them with proprietary research, industry thought leadership, hosting events, and facilitating networking opportunities.
Elana Vasi-Smith manages JDJ’s Lifestyle Services division and is JDJ’s in-house insurance expert, assessing client’s complex risk management and insurance needs. She reviews property, casualty, and liability insurance to ensure JDJ clients have appropriate coverage. She and her team also assist clients with property management, construction project administration, hiring and oversight of domestic staff, collectibles management, and special project management.
Elana holds a Bachelor of Arts in Humanities with a minor in Music from Providence College. In 2017, Elana was awarded the Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb. In 2021, Elana earned the Chartered Private Risk and Insurance Advisor (CPRIA) certification, a program that focuses on private client risk management for high-net-worth individuals and families. Elana is also a member of Worthy Circles and the Boston Estate Planning Council.