Managing Your Personal Life.
Professionally.
As Boston’s premier administrative multi-family office, JDJ provides personal CFO services to ultra-high net worth individuals and families.
Welcome to a life less complicated.
Our experienced, professional staff provides customized accounting, financial administration, and lifestyle management services that address your particular needs. We simplify your life by managing these responsibilities for you, freeing you to focus on those activities you value most.
Services
Personal Accounting and Net Worth Reporting
Bill Paying and Expense Reporting
Budgeting and Cash Flow Planning
Tax Planning and Coordination
Investment and Balance Sheet Administration
Trust and Estate Administration
Lifestyle Management
Personal Accounting and Net Worth Reporting
JDJ can help you keep an accurate record of your overall net worth and provide consistent updates that help you make informed financial decisions. From expense tracking to asset allocation reports to cash flow projections...
Bill Paying and Expense Reporting
Let JDJ take this time-consuming task off your hands. We sort, evaluate, and pay any bills you designate, keeping you informed throughout with personalized reporting. We can even arrange for bills to be sent directly to our office, reducing the...
Budgeting and Cash Flow Planning
JDJ offers a multitude of budgeting and cash flow services – from annual budget preparation and projected cash flow reports to cash flow management. These services ensure you have funds available where and when...
Tax Planning and Coordination
For people of high net worth, it’s always tax season. JDJ will stay on top of your tax preparation year-round, making April 15th and October 15th (slightly) less painful days. As part of this work, we relieve you of...
Investment and Balance Sheet Administration
We can show you how hard your investments are working through a variety of services that detail your current investment strategies and performance, and help you manage the overwhelming paperwork that personal investments...
Trust and Estate Administration
JDJ simplifies the myriad details that come with planning, protecting, and transferring the wealth you’ve created. From estate planning to life insurance to wealth transfer, JDJ offers a full range of trust and...
Lifestyle Management
JDJ can handle all the details that come from leading a busy life. You tell us what you need. We make it happen...
Case Studies
Trust and Estate
Administration
Mr. Jones had a complicated estate plan consisting of multiple trusts. In addition, he had a disabled child who would benefit from a special needs trust.
Real Estate
Management
The Wilson family decided to purchase a home in an area of Florida where they often vacationed, and asked JDJ to assist them with this undertaking.
Domestic Staffing
Support
The Martin family came to JDJ for assistance managing their busy lives, which included young children, demanding careers, and multiple homes.
Testimonials
Read what clients and advisors have to say about working with JDJ.
"Much of our family's success over the last 20 years would not have been possible without the outstanding support of the JDJ team. They are smart, hard-working, efficient, and honest."
~ Client
"I think the world of your team. Thanks for taking such good care of us!"
I think the world of you guys. I’m so happy that I’m a customer of yours. I really consider you my personal CFO. You have such a talented team.
"As I reflect on all that JDJ does for me, it is so very useful and instrumental to me for keeping track of my financial life. The value of what you do is very high.
JDJ is series of experts on numerous topics, whose expertise I call on as needed. If I hired a high level personal assistant full time, I would not be so well served."
"Thank you all! I cannot say this enough….I am not sure what I would do without your incredible presence and help!"
"It is always a pleasure to receive a message from your team, since I know there is help, a way out, a resolution, elimination of a problem!"
"You guys have been wonderful and the transition was seamless. Thanks for all that you do!"
"We really wouldn’t be able to survive without the support of your wonderful team!"
Questions?
Contact us to learn how JDJ can make a difference in your life.
