A James Lynch Insurance

JDJ Family Office Service is a premier administrative multi-family office based in Boston, MA, offering personal CFO services to ultra-high net worth individuals and families. With a team of experienced professionals, they provide customized accounting, financial administration, and lifestyle management services to simplify their clients' lives and allow them to focus on what matters most to them. JDJ's comprehensive range of services includes personal accounting and net worth reporting, bill paying and expense reporting, budgeting and cash flow planning, tax planning and coordination, investment and balance sheet administration, trust and estate administration, and lifestyle management. Their dedication to excellence and personalized approach has earned them praise from clients and advisors alike, making them a trusted leader in the family office space.Generated from the website

Beamonte Investments is one of the wolrd’s leading investment and advisory firms.