JDJ Family Office Services, a Boston-based administrative multifamily office has added Kylie Ruschioni and Trish Richardson as new partners.
Ruschioni serves clients on tax planning, estate planning and implementation, customized financial reporting, and investment administration. She works with wealth advisors, attorneys, tax accountants and other professional advisors to maintain her clients’ financial well-being. Previously, she was a manager in the Rothstein Kass Family Office Group, and a client relationship manager at JDJ Resources.
Richardson manages a variety of administrative functions, including marketing, office management, event planning and various human resources duties. She is also responsible for recruiting team members and developing new business proposals. Previously, she served as the office manager of the Boston office of Rothstein Kass and marketing manager at JDJ Resources.
JDJ Family Office Services was created in 2001 to serve affluent individuals and families. It provides services that include personal accounting and net worth reporting, budgeting and cash flow planning, bill paying and expense reporting, tax-planning coordination, investment and balance sheet administration, trust and estate administration, and lifestyle management.