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 as the most prestigious Awards in the industry and are rigorously judged by a worldwide panel of international experts.

This year saw a record number of entries, with more than 300 submissions received from across the private client industry. Finalists include individuals and firms from Austria, Bermuda, Canada, Guernsey, Hong Kong, Ireland, Isle of Man, Jersey, Singapore, Switzerland, the UK, and the US. This is the first year JDJ has entered these awards.

“We are thrilled to be named a finalist in the Multi-Family Office category by STEP,” said James M. Kittler, JDJ’s President. “Recognition of our commitment to our clients and our achievements by such a prestigious international organization is outstanding, and a tribute to the creativity, knowledge, and dedication of our team. It is a great honor to be recognized among our fellow distinguished global nominees.”

JDJ Family Office Services is an administrative multi-family office providing personal CFO services to ultra-high net worth individuals and families. We combine our expertise in accounting and lifestyle management to deliver each client a customized suite of services to alleviate the burden of their personal financial and administration.

Winners will be announced at gala and awards ceremony in London on September 14, 2022.