Rothstein Kass Expands Award-Winning Family Office Group With The Addition Of JDJ Resources Team

Share Article

Move Reinforces Firm’s Commitment to High-Growth Family Office Market

Rothstein Kass (, a leading professional services provider to the financial services industry, today announced that it has expanded its award-winning family office group with the addition of a team of 16 professionals from Boston-based JDJ Resources Corporation (“JDJ”). The move demonstrates the firm’s commitment to expanding its geographic presence and professional capabilities in the high-growth family office market. In addition to Boston, Rothstein Kass has plans to expand its family office teams in key growth markets including: Beverly Hills, Dallas, Denver, New York and San Francisco.

JDJ’s three partners, Doreen Biebusch, James Kittler and Steven Sarcione have joined Rothstein Kass as directors. All the members of the JDJ team are now part of the Rothstein Kass Family Office Group, where they will help build on the firm’s outstanding reputation for high-touch client service and technical expertise in the family office space. Rothstein Kass continues to expand its family office capabilities and geographic reach amid a growing demand for resource flexibility and specialized expertise in both the single-family and multi-family markets. The firm provides expertise in project and lifestyle management, accounting, tax planning and reporting as well as specialized consulting services.

“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 Steven Kass, Co-CEO and Co-Managing Principal of Rothstein Kass. “At Rothstein Kass we’ve always set ourselves apart by bringing a unique combination of technical expertise and high-touch client service to the family office business. We are thrilled to welcome the JDJ team to our group because they built their business on those same principles, and we are confident they’ll help us continue to provide real value for our clients and build on our leadership position in the family office market.”

The Rothstein Kass Family Office Group has received multiple industry awards for its client service and technical expertise in the family office space. Most recently it was recognized as the “Best Multi-Family Office Service Provider” at the 2012 PAM Awards, hosted by Private Asset Management Magazine.

“Rothstein Kass is widely recognized as a leader in the family office space,” said James Kittler. “From the first time we met it was clear that our services, philosophy and approach are in alignment. They’re experts in what they do, but the dedication they have to their clients, and their commitment to sustaining a culture of excellence is truly what sets Rothstein Kass apart. We are thrilled to be part of such a great organization.”

“With the growth of the family office market and of our business in that area specifically, the addition of the JDJ team makes perfect sense,” said Rick Flynn, head of the Rothstein Kass Family Office Group. “We are bringing on a group of highly talented and motivated professionals that not only expand our capabilities but share our views on culture and client relationships. We are confident they will make an immediate impact on our business and more importantly help us provide additional flexibility, solutions and value to clients in the family office space.”

About Rothstein Kass:

Rothstein Kass is a premier professional services firm that has served privately held and publicly traded companies, as well as high-net-worth individuals and families, for more than 50 years. As trusted advisors to our clients, Rothstein Kass provides accounting, auditing and tax services, as well as a full array of integrated services, to clients across industry spectrums and in all stages of organizational development. At the core of Rothstein Kass’ remarkable success lies our commitment to hiring, developing and retaining employees that represent an entrepreneurial spirit mirroring that of the sophisticated business and financial services communities that we serve.

The Rothstein Kass Family Office Group offers a wide range of financial, wealth planning and lifestyle management services to family offices and high-net-worth individuals. Composed of seasoned financial professionals and certified public accountants, the Family Office Group applies proven expertise with the utmost discretion and attention. A division of the Rothstein Kass Commercial Services Group, the Family Office Group does not provide investment allocation, asset management or advisory services.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Erin Oliveri
Rothstein Kass
Email >
Follow us on
Visit website