JD Group Holdings, LLC

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JD Group Holdings, LLC Overview

Type
Multi Family Office

General Information

JD Group Holdings, LLC is a multi-family office headquartered in Newtown Square, United States. Founded in 2019, the firm coordinates investment management, financial planning and family governance services for affluent families, aligning open-architecture portfolios with bespoke estate, tax and philanthropic strategies while emphasizing capital preservation and risk management. The team also sources alternative investments, oversees concierge lifestyle support, and collaborates with specialist legal and accounting partners to safeguard multigenerational wealth.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
2 Campus Blvd Newtown Square PA 19073

Portfolio & Notable Allocations

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