Welcome to a life less complicated.
Since its founding in 2001, JDJ has simplified the lives of our clients by managing their personal financial and administrative matters. All of JDJ's services are available à la carte and are customized to meet the needs of each client relationship. Our services are performed with professionalism, expertise, and integrity by a dedicated client team with an understanding of each client's unique financial needs.
Central to our success is our innovative approach, which incorporates wealth preservation and creation, generational planning, asset protection, tax and advisory, and lifestyle services into a unified long-term strategy. We utilize a holistic approach in which we apply an inclusive, hands-on and customized methodology to our client relationships. We are the advisor charged with aggregating information from all other advisors, building collaboration between advisors, and maintaining a complete picture of a client's financial well-being.
Get to Know Us Better
Watch our video to learn how we help our clients, meet some of our team, and hear what sets JDJ apart.
Watch the video to hear Elana Vasi-Smith explain how JDJ helps assess and mitigate risk for our clients.
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."
I am incredibly grateful for the JDJ team. You’ve made this year so much easier. I don’t know how we could get through a cross-country move, sale of my business, buying a house, having a kid during a global pandemic, and still have our heads on straight.
I don’t even think we’d be sane without the help that you guys provide. You help us be happy and enjoy our lives together! Thanks for everything and a big shoutout to the JDJ team today!
We appreciate you.
"Thanks for always going above and beyond. You are invaluable to our family!"
"Thank you SO MUCH for bringing this to my attention before it became a major fire drill.
I really appreciate how thorough you are. You have definitely helped us out of some tight situations in the past month or so!!!"
"You guys are so awesome. Thank you so incredibly much!"
Everyone on your team really stepped up to support our family through constantly evolving demands. This year was filled with many amazing personal and family experiences and memories that you helped make possible.
Thank you each for your personal care, professionalism and overall partnership.
We share many complex relationships with JDJ and have seen the tremendous value they can bring to ultra-high net worth families.
No other firm that I am aware of is capable of managing the complex array of administrative functions with the attention to detail and follow through that JDJ does.
"My client asked for the names of the best outsourced family office services providers to help him manage all of his financial affairs. One firm came to mind: JDJ."
"JDJ is absolutely the gold standard of family office services."
"We have been pleased with the services that JDJ provides to make our lives easier."