JDJ Family Office Services Spins Off From Rothstein Kass To Launch Independent Firm - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Meet our Editorial Staff
    • Advertise
    • Contact
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Newswires
Newswires RSS Get our newsletter
Order Prints
June 25, 2014 Newswires
Share
Share
Post
Email

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

PR Newswire Association LLC

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,
[email protected]

SOURCE JDJ Family Office Services

Wordcount:  281

Older

TCSD consolidation would cost $30 to $40 million

Newer

Blue Cross and Blue Shield NC Launches EXL Landa’s Care Management Solution CareRadius

Advisor News

  • Trump bets his tax cuts will please Las Vegas voters on his swing West
  • Lifetime income is the missing link to global retirement security
  • Don’t let caregiving derail your clients’ retirement
  • The ‘magic number’ for retirement hits $1.45M
  • OBBBA can give small-business clients opportunities for saving
More Advisor News

Annuity News

  • Human connection still key in the new annuity era
  • Lifetime income is the missing link to global retirement security
  • ‘All-weather’ annuity portfolios aim to sharply limit rainy days
  • Annuity income: The new 401(k) standard?
  • Smart annuity planning can benefit long-term tax planning
More Annuity News

Health/Employee Benefits News

  • Researchers at RTI International Report New Data on Health and Medicine (Adulthood Health Insurance Source for Previous Criminal Legal System Involved Pediatrics): Health and Medicine
  • Reports Summarize Geriatrics and Gerontology Study Results from University of South Florida (Caregiver Burden and Quality of Life Among Caregivers of Beneficiaries in a Long-Term Care Insurance Program): Aging Research – Geriatrics and Gerontology
  • Man with AR-style pistol arrested at Aetna's Connecticut headquarters without incident
  • Hawaii legislators continue to question HPH-HMSA deal
  • Why benefits advisors should revisit HSAs, FSAs and HRAs with clients
More Health/Employee Benefits News

Life Insurance News

  • AI and life insurance: Fast today, unpredictable tomorrow
  • Judge allows PHL policyholders to intervene, denies ‘premium holiday’
  • eHealth expands into final expense insurance
  • CID hosts info session for PHL Variable policyholders
  • ‘Seismic changes’ cloud global economy, analyst says
More Life Insurance News

- Presented By -

Top Read Stories

More Top Read Stories >

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Protectors Vegas Arrives Nov 9th - 11th
1,000+ attendees. 150+ speakers. Join the largest event in life & annuities this November.

An FIA Cap That Stays Locked
CapLock™ from Oceanview locks the cap at issue for 5 or 7 years. No resets. Just clarity.

Aim higher with Ascend annuities
Fixed, fixed-indexed, registered index-linked and advisory annuities to help you go above and beyond

Unlock the Future of Index-Linked Solutions
Join industry leaders shaping next-gen index strategies, distribution, and innovation.

Leveraging Underwriting Innovations
See how Pacific Life’s approach to life insurance underwriting can give you a competitive edge.

Bring a Real FIA Case. Leave Ready to Close.
A practical working session for agents who want a clearer, repeatable sales process.

Press Releases

  • RFP #T01825
  • RFP #T01825
  • RFP #T01525
  • RFP #T01725
  • Insurate expands workers’ comp into: CA, FL, LA, NC, NJ, PA, VA
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Meet our Editorial Staff
  • Advertise
  • Contact
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet