The founders of JDJ Resources have left Rothstein Kass Family Office Group to float their JDJ Family Office Services.
Operating out from Boston, the JDJ Family Office Services will retain its entire 21-person team of employees and continue to offer the same assortment of personalized services to its existing and expanding client base.
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The company offers services including 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.
JDJ Family Office Services partner James Kittler said, "This change allows us the ability to provide the levels of service that are expected and required in the family office industry.
"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.
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