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 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 percent and gross revenue by 33 percent in 2013.
Last month, KPMG and Rothstein Kass confirmed longstanding rumors that they would be merging within a few weeks (see KPMG, Rothstein Kass Merger Official). At the time, the firms said that most of Rothstein Kass's principals and employees would be joining KPMG, but did not provide details on what would be happening to the remaining employees.
Register or login for access to this item and much more
All Accounting Today content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access