Customized Services
Private Investment Management - Since private investment opportunities are often presented to our clients, JDJ can assist in evaluating the business plan, determining whether the investment fits the client's risk and diversification profile, as well as assessing the returns and management fees relative to the market. JDJ can oversee the investment from evaluating funding requests to tracking investment performance.
Fine Arts Management - We recognize that many of our clients have considerable investments in fine arts, antiques and jewelry. JDJ can catalog all valuables, prepare a digital file and communicate this detail to the insurance company. Also, we can manage a regular appraisal process.
Company Dissolution - Clients may be in the process of liquidating a business which is a time consuming and onerous process. JDJ can manage this process for our clients from terminating benefit plans to working through the last tax returns.
Fiscal Responsibility - JDJ can help children and family members develop the skills needed to become fiscally responsible and financially independent. Often children, especially teenagers and young adults, do not want to be told by their parents how to deal with finances, so JDJ can act as an independent resource in this process.
Charitable Activities - JDJ assists clients in establishing private foundations. We help our clients outline their charitable philosophy and research giving opportunities that meet the established guidelines.
Estate Management - JDJ assists families in organizing all interaction, including appraisals and investment valuations. We also coordinate activities between accountants and lawyers, reducing the burden of this time consuming and emotional process while controlling fees.
Managing your Personal Financial and Administrative Business with Professionalism, Confidentiality, Expertise and Integrity.
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