We are delighted to announce JDJ Family Office Services has been named a finalist for the 2020 Family Wealth Report Awards in four categories:
- Best Multi-Family Office (Over $15B)
- Family Office Management Consultancy
- Concierge/Specialist Service Firm
- Property & Household
Showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities, the awards recognize companies, teams and individuals deemed to have ‘demonstrated innovation and excellence.’ JDJ was named to the shortlist for both the Concierge Services and Property & Household categories in 2019.
“We are honored to be named a finalist for these prestigious awards,” said James M. Kittler, JDJ’s President. “We are especially proud to be shortlisted in four categories. This achievement demonstrates both the breadth and quality of the services we provide our clients.”
“The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations.” Said ClearView Financial Media’s Chief Executive, Stephen Harris. “These awards will recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence.”
Based in Boston, 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 administration.
Winners will be announced at a gala in Manhattan on March 18, 2020.