Rothstein Kass Combines with JDJ Resources

Top 100 firm Rothstein Kass has added the Boston-based team of JDJ Resources Corporation to its family office group. 

JDJ’s partners, Doreen Biebusch, James Kittler and Steven Sarcione, joined Rothstein Kass as directors, and 13 other team members also followed. The firm said it would continue provide project and lifestyle management, accounting, tax planning, reporting and consulting services to clients in the single and multi-family markets. 

The addition of the JDJ team fits in line with Rothstein Kass’s goal to expand its family offices throughout key growth markets. The firm added to its San Francisco location when it merged with HC Associates in March (see Rothstein Kass Merges in HC Associates). Rothstein Kass, which has more than 1,000 employees, plans to continue to bolster its presence in Boston, Beverly Hills, Dallas, Denver, New York and San Francisco. The firm ranked 22nd on Accounting Today's 2012 list of the Top 100 Firms, with $179.5 million in annual revenue.

“The family office space is experiencing significant growth and there is a real demand for firms that can deliver a depth of expertise and services across the financial, wealth planning and project management spectrum,” said Rothstein Kass co-CEO and co-managing principal Steve Kass in a statement.