We are thrilled to announce that JDJ Family Office Services has been named best Concierge/Specialist Service Firm by Family Wealth Report. In addition, Elana Vasi-Smith was declared the winner of the Rising Star Under 40 category. These honors were announced last night at the 10th annual Family Wealth Report Awards gala, where several members of the JDJ/Maestro team were in attendance. JDJ was a finalist in four categories, a great honor because of the prestige of our fellow nominees and the Family Wealth Report organization. We congratulate all the individuals and firms who won last night.
FWR named JDJ best Concierge/Specialist Service firm, commenting on our breadth of capabilities working in-depth with UHNWI and Family offices to meet administrative and personal needs.
As the Rising Start Under 40, Elana was recognized for her leadership and expertise, two key reasons JDJ’s Lifestyle Management services are unparalleled and considered the gold standard in the industry. She is also JDJ’s in-house insurance expert, assessing clients’ complex risk management and insurance needs.
“We are thrilled to be honored in two prestigious categories in the 2023 Family Wealth Report Awards gala. This achievement is a testament to the dedication of our team, and the integrity and care with which they deliver client service,” said James M. Kittler, JDJ’s Co-Founder. “Elana leads by example with her commitment to excellence and I am incredibly proud of her receiving this well-deserved recognition.”
The annual Family Wealth Report Awards recognize outstanding organizations that demonstrate innovation and excellence in the family office, family wealth management, and trusted advisor communities. Each category is highly contested, and finalists are subject to a rigorous process before the ultimate winner is selected.
ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, extended his congratulations to all the winners: “I offer my congratulations and best wishes to all the winners – they are all worthy recipients who join the elite list of wealth management professionals who form global elite of Family Wealth Report Award winners”.
JDJ Family Office Services is an administrative multi-family office providing personal CFO services to ultra-high net worth individuals and families. Maestro Financial Solutions and JDJ Family Office Services announced the joining of their firms in November 2022, creating the leading independent multi-family office service firm in North America. The organization employs more than 120 team members and has offices in Boston, New York, Stamford, CT, Bryn Mawr, PA, and Salt Lake City. Maestro and JDJ work proactively with the family and professional advisor team to provide a complete picture of the client’s financial well-being. As independent trusted advocates and fiduciaries, the firm does not manage assets and is not a corporate trustee.