JDJ Family Office Services was founded on a simple premise: as your net worth increases, so do your day-to-day financial and administrative responsibilities. And the more affluent you become, the more difficult and less efficient it is to handle all these details by yourself. Enter JDJ Family Office Services. We offer exclusive and confidential services that alleviate the burden of your personal business tasks, freeing you to focus on those activities you value most.
Choose only the services you need.
All our financial, administrative, and lifestyle management services are available á la carte. Many of our clients choose JDJ for one or two services, then entrust us with more responsibility as the relationship grows. The following is a list of the services we currently provide:
- 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
Make the smart decision.
When you entrust JDJ with your personal financial and business matters, you spend less time on the day-to-day details and more time on things that you value and enjoy. We call this increasing your Life Worth. One of our clients calls it “one of the best business decisions I’ve ever made.”
Our business is built on trust.
All of our services are performed with professionalism, confidentiality, expertise, and integrity. In fact, most of our clients are referrals from current clients and their advisors who value our attentiveness and discretion. And they grow into long-term clients spanning multiple generations.