Please see a quick overview of the JDJ Resources and the Services we provide.

2. Welcome to a Life Less Complicated

3. Managing Your Personal Life. Professionally.
The premier administrative multi-family office providing
services to affluent individuals and families in the greater
Boston area.
1

4. Life Worth
JDJ Resources offers exclusive and confidential services that
integrate all facets of our clients’ lives, increasing their Life
Worth.
Life Worth:
- Financial security, for this generation and the next
- Personal and family enjoyment
- Relief of daily stress and burdens
- Pursuit of philanthropic objectives
- Organization, definition and structure
- Wealth creation
2

5. Integration
Trust &
Estate Attorney
Family Wealth
Members Managers
JDJ Resources
Household Tax
Providers Accountants
Travel &
Insurance
Entertainment
Brokers
Providers
3

6. Service Philosophy
JDJ Resources takes a holistic approach to providing services to
our clients. As such, we offer a comprehensive array of services
that are performed with professionalism, confidentiality, expertise
and integrity.
“I needed administrative help at home. But setting up a family office seemed
excessive. JDJ delivers just the services I need—it’s the best of both worlds.”
-CEO, Beverly
“Working with JDJ is an absolute pleasure. I honestly don’t know what we would do
without JDJ. Can’t express our gratitude enough.”
-Professional Athlete, Boston
4

7. Services
JDJ’s financial, administrative and concierge services are
available à la carte.
- Personal Accounting and Net Worth Reporting
- Investment Oversight and Administration
- Budgeting and Cash Flow Planning
- Bill Paying
- Trust and Estate Administration
- Tax Planning and Preparation Assistance
- Records Management and Organization Strategies
- Household and Personal Property Management
- Concierge and Lifestyle Services
- Elder Care Services
5

8. Personal Accounting and
Net Worth Reporting
- Preparation of consolidated statements of Net Worth including:
- balance sheet
- profit & loss
- cash flow statements
- Entity accounting for trusts, foundations and closely held businesses
- Detailed reporting and analysis of expenses
- Asset allocation and performance reporting
- Cash flow projections
- Tax liability projections
- Customized reporting
“When it comes to details and record
keeping, JDJ is tenacious.”
-Wealth Manager, Weston
6

9. Investment Oversight and
Administration
- Investment performance and asset allocation reporting
- Performance reporting against industry benchmarks
- Administration and oversight of alternative investments including:
- capital call processing
- distribution tracking
- capital commitment schedule
- cost basis tracking
- Transaction planning, structuring and documentation
- Maintain detailed files for all investments
- Wealth manager due diligence
- Alternative investment documentation execution and management
- Regulatory compliance
7

10. Budgeting and Cash Flow Planning
- Annual budget preparation for individuals and families
- Budget to actual reporting
- Cash management
- Project spending budgets
- Detailed reporting and analysis of spending
- Projected cash flow reports
- Fiscal responsibility for the next generation
“With JDJ, I feel the next generation of our family is well-
informed and ready to take on greater financial
responsibility.”
-Retired Executive, Cambridge
8

11. Bill Paying
- Pay bills and reconcile bank statements
- Payroll administration
- Monitor and reconcile credit card activity
- Dispute resolution and invoice negotiation
- Credit monitoring
- Assistance with evaluation of service providers
- Vendor usage evaluation
- Customized policies and procedures
- Mail management
- File medical claims and monitor insurance reimbursements
“What did I do before utilizing JDJ’s bill paying
services? Wasted a lot of precious time.”
-Pension Fund Manager, Wellesley
9

12. Trust and Estate Administration
- Trust administration
- Estate plan documents review and management
- Estate plan implementation
- Preparation of abstracts, flow charts, summaries and profiles
- Life insurance portfolio evaluation
- Charitable and philanthropic administration
- Wealth transfer planning
- Fiscal education for the next generation
- Estate settlement
“JDJ’s expertise in estate planning and document
organization is invaluable.”
-Venture Capitalist, Marblehead
10

13. Tax Planning and
Preparation Assistance
- Coordination of tax planning and preparation
- Tax liability projections
- Consolidation and presentation of documents
- Quarterly estimated tax payment processing
- Tax minimization strategies
- Cost basis tracking
- Information gathering and document tracking
“I used to dread getting ready for tax season. But
with JDJ organizing and preparing all my records,
April 15 is just another day now.”
-Real Estate Investor, Brookline
11

14. Records Management and
Organization Strategies
- Filing system design and set-up
- Electronic storage of important documents
- Historical data warehousing and off-site file storage
- Mail management
- Catalogue fine arts and valuables
- Household cleanout and storage strategies
- Personalized timetable for tracking expiration dates
(license, registration, passports)
- Special project typing and mailings
- Rolodex set-up and maintenance
- JDJ Client Profile and documentation checklist
- Office set-up (home or off-site)
12

15. Household and Personal
Property Management
- Manage primary and secondary residences and rental properties
- Household maintenance schedule and vendor list
- Seasonal set-up and shut down
- Hire and manage domestic help and service providers
- Vendor due diligence and selection assistance
- Risk management
(property, casualty and liability insurance review and monitoring)
- Specialty insurance coordination
- Move coordination
- Catalogue fine arts and valuables
“With my schedule, setting up a new vacation home on
Cape Cod would have been an impossibility. JDJ took care
of everything. All I had to do was show up.”
-Hedge Fund Manager, Andover
13

16. Concierge and Lifestyle Services
- Event planning
- Vacation and travel planning
- Assistance with gift selection and major purchases
- Private jet research and management
- Club membership and season ticket management
- Luxury resort selections
- Health and wellness services
(selection of chefs, nutritionists, personal trainers, etc.)
14

17. Elder Care Services
- Evaluation of living arrangements and/or medical care facilities
- Navigate through Medicare and Medicaid complexities
- Appointment scheduling and family communication
- Management of elder care and home care providers
- Coordination of residential downsizing
- Work with advisors for wealth transfer to the next generation
“JDJ has helped our family transition through
several stages of life.”
-Entrepreneur, Milton
15

18. Why JDJ?
Depth - Partners with 70+ years of professional and fiduciary experience
Breadth - Single entity managing all aspects of family’s affairs
Initiative - Proactive day-to-day financial and administrative management
Choice - À la carte and customized services
Consolidation - Aggregation of financial matters and central depository of data
Continuity - Multi layered organization to ensure continuity of
relationship management
Care - Diligent attention to clients’ best interest
Integrity - Independent service provider
Security - Internal controls, family office insurance, fidelity bond
16

19. The Company
- Organized in 2001
- Employee owned
- 4 Partners and 9 associates
- 45+ clients with combined net assets approaching $2.0 billion
- Family office insurance & fidelity bond
- Controlled growth to ensure access and responsiveness
17

20. JDJ Resources
Doreen Biebusch James Kittler
Julie Girts Steve Sarcione
Client & Corporate Concierge & Household
Accounting & Finance Support Management
Brooke Kafka
Chris Tambasco Kylie Ruschioni Elizabeth Patti Murray
Dever-Allston
Stacey Giannelli Julie McEvoy Elana Vasi
Ashley
Mastrostefano
18

21. Relationship Structure
- Relationship partner with supporting team
- Standard client contract
- Confidentiality agreement
- Tiered hourly billing
- Fee-based for special projects
19

22. Doreen M. Biebusch, CPA
- 25+ years of experience
- Managing Partner
- Former CFO of AEGIS and Aldrich Eastman Waltch
- Extensive experience in financial reporting and tax planning
- Significant management experience
- Bachelor of Arts, MBA and CPA
20

23. Julie M. Girts
- 15+ years of executive personal administrative experience
- Corporate Administrative Partner
- Directs JDJ’s Concierge, Household Management and
Eldercare services
- Domestic and international event planning experience
- Notary Public
- Bachelor of Arts
- Affiliate Member, National Association of Professional
Geriatric Care Managers
21

24. James M. Kittler
- 15+ years of experience
- Director of Marketing and Business Development
- Oversees JDJ’s technology strategy
- Experience with portfolio construction and alternative investments
- Treasury management experience
- Financial analysis and reporting
- Notary Public
- Bachelor of Science
- Certificate in Financial Planning
- Member of Financial Planners Association, American Association
of Daily Money Managers, Boston Estate Planning Council
22

25. Steven R. Sarcione, CTFA
- 15+ years of family office experience
- Corporate Compliance Partner
- Oversees JDJ’s Estate and Trust Administration services
- Charitable and Private Foundations experience
- Board member of Fund Management Company
- Notary Public
- Certified Trust and Financial Advisor
- Bachelor of Arts, Certificate in Human Resources and
Certificate in Paralegal Studies
- Member, Boston Estate Planning Council
23

26. Contact Information
JDJ Resources
31 Milk Street, Suite 401
Boston, MA 02109
Main Line 617-646-4500
Fax Line 617-646-4501
www.jdjresources.com
For further information please contact:
James M. Kittler
(T) 617-646-4530
jkittler@jdjresources.com
24