Executive Summary

JDJ Resources is a personal services firm focused on simplifying the lives of affluent individuals and their families by offering services to assist them in managing their day-to-day financial and administrative responsibilities. Our business was founded on the premise that the complexity and volume of financial and administrative responsibilities increase with affluence, and that the services which JDJ is offering are not widely available to these individuals and families. We specialize in high-end, customer-focused solutions that include exclusive, confidential services performed by professionals with an expertise in both financial and administrative matters. To insure a standard of excellence in client service, we plan to remain a small company and offer our clients direct access to the partners of the Company.

Our services include wealth management and reporting, records management, managing third-party professionals, family office administration and concierge services. JDJ customizes our services to meet the specific needs and special initiatives of each of our clients.

The founders bring to JDJ over 40 years of combined experience in accounting, treasury and administration, as well as a uniquely successful track record in management and back office administration. Each founder brings to JDJ Resources a fiduciary mindset from our past work experience with investment management firms as well as a commitment to client service. Additionally, we have demonstrated success in communication, organization and problem solving.