JDJ Family Office Services

Founded in 2001, JDJ Family Office Services is a specialized practice that provides administrative and financial services to ultra-high-net-worth individuals, families, and their foundations. Their mission is to simplify the complexities of their clients' lives by offering a holistic suite of services, including bill paying and expense management, investment partnership administration, tax planning and compliance, and lifestyle management. In 2021, JDJ was acquired by CBIZ, a national professional services firm, allowing it to leverage broader resources while maintaining its boutique, high-touch service model for its clients.