Case Study: Domestic Staffing Support
Domestic Staffing Support
The Martin family came to JDJ for assistance managing their busy lives, which included young children, demanding careers, and multiple homes. Prior to working with JDJ, the Martins employed a nanny and personal assistant, both of whom were paid as independent contractors. When the family decided to hire an estate manager to run their household, they turned to JDJ for help with the search.
Acting as the family’s outsourced human resources department, we partnered with a staffing agency to develop a job description and source qualified candidates. To help protect the Martin family, we conducted background checks and implemented confidentiality agreements for both new and existing employees, and arranged for employment practices liability insurance.
To comply with state law, we also put in place an employment agreement for each staff member. Working with a payroll provider, JDJ set up all employees on payroll to ensure taxes are withheld correctly, overtime is paid according to state or federal law, and the required forms are generated for tax purposes.
We also coordinated with the Martin family’s insurance agent to establish a worker’s compensation policy in case of employee injury on the job, including while traveling. On an ongoing basis, JDJ manages payroll and expense reimbursements, and at Mrs. Martin’s request, delivers performance appraisals and handles terminations. The Martins know they can turn to JDJ with any personnel concern and we will resolve the issue.
Personal Accounting and
Net Worth Reporting
Mr. Edward was a very busy man with a family, two homes and multiple business ventures. As one of his ventures evolved, the complexity of Mr. Edward’s day-to-day activities increased.
Jane and Joseph Cooper were referred to JDJ by their accountant, who knew their household employment situation was in disarray.
Trust and Estate
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.
Tax Planning and
It was September 30th and Ms. Murphy’s tax accountants desperately needed long overdue information to complete her very complicated tax return by the October 15th deadline.
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.
Wealth Analysis Tools
Mr. Marcus is a successful entrepreneur with multiple wealth managers, an active interest in alternative investments, and a net worth of over $100 million.
Acquisition of a yacht can be one of the stepping stones you have planned for in your life. Taking care of details, to ensure you enjoy that achievement is our job.
It can be challenging for children of affluence to handle money in a responsible manner. As a result of our long-term client relationships, JDJ often works with multiple generations of a family...
Questions? Contact us to learn how JDJ can make a difference in your life.