JDJ Shortlisted in Four Family Wealth Report Categories

We are delighted to announce JDJ Family Office Services has been selected as a finalist in four categories for the 2023 Family Wealth Report Awards:

  • Multi Family Office ($15 Billion Aum/Aua and Above)
  • Concierge/Specialist Service Firm
  • Property & Household
  • Rising Star Under 40 (Elana Vasi-Smith, CAPI, CPRIA)

The annual Family Wealth Report (FWR) Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America. In both 2021 and 2022 JDJ was named Best Property and Household Firm by the organization. In 2020, JDJ was named Best Concierge/Specialist Service Firm.

“We are thrilled to be finalists in four Family Wealth Report categories this year,” said James M. Kittler, Partner. “This recognition is a testament to the commitment to excellence of our talented team. Their creativity and hard work help to simplify the lives of our clients by handling all the details of their financial administration. It is a great honor to be recognized among our fellow distinguished nominees, and we look forward to the final awards announcement in May.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report was first to extend his congratulations to all finalists. “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 10th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards recognize the very best operators in the private client industry.”

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 professionals 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.

Winners will be announced at black tie gala and awards ceremony on May 4, 2023, in New York City.