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JDJ Family Office Services Spins Off From Rothstein Kass To Launch Independent Firm

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SOURCE JDJ Family Office Services

JDJ management team returns to client-centric roots

BOSTON, June 25, 2014 /PRNewswire/ -- The founders of JDJ Resources Corporation have left Rothstein Kass Family Office Group to launch JDJ Family Office Services.

Boston-based JDJ Family Office Services, which provides administrative multi-family office and personal CFO services to high net worth individuals and families, will retain its entire 21-person staff and continue to deliver the same suite of customized services to its existing and expanding client base.

"We are thrilled to be independent again. This change allows us the ability to provide the levels of service that are expected and required in the family office industry," said JDJ Family Office Services partner James M. Kittler. "We believe the family office industry is in a growth stage and this provides us the perfect opportunity to expand on the service model we created at JDJ and enhance the customized service solutions we offer to our clients and their advisors."

The company was founded in 2001 and merged with Rothstein Kass in 2012. Under the leadership of the current JDJ Family Office Services team, Rothstein Kass increased its Boston office client base by 13% and gross revenue by 33% in 2013.

ABOUT JDJ FAMILY OFFICE SERVICES: Built on the foundation of flexibility, customized solutions, independence and professionalism, Boston-based JDJ Family Office Services provides personal financial and administrative services to high net worth families and individuals. Founded as JDJ Resources Corporation in 2001, JDJ provides personal attention across its suite of services, which includes Personal Accounting and Net Worth Reporting, Budgeting and Cash Flow Planning, Balance Sheet Management, Bill Paying, Trust and Estate Administration, Tax Planning and Preparation Assistance, Risk Management and Lifestyle Management.

CONTACT: Brian Heffron, 617-412-4000,
bheffron@ctpboston.com

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