Family Offices

Our clients include High Net Worth Family Offices from the one-person office to those that contain 100 people. Our Family Office professionals can complement your trusted team, or coordinate efforts to manage and support your family’s wealth on your behalf.

BlueStone’s High Net Worth Family Office services will provide a dedicated back-office relationship team to serve your complex administrative needs. This includes providing services on a weekly, monthly and on-going/occasional basis. For a full list of services and to understand how BlueStone’s outsourcing solutions can support your family office needs, contact us today.

BlueStone Services is a subsidiary company of KatzAbosch, a leading accounting firm in the Maryland area for over 50 years. If you need tax and estate support to complement your outsourcing needs our parent company’s team of CPAs and professionals provides family office services ranging from estate, gift and trust planning, retirement and succession planning to coordinating resources needed to manage your assets. To learn more, click here.

Common Services

Accounting and Reporting

Our staff will provide detailed financial statement reporting, a true general ledger, cash management and workflow standards.

Bill Paying and Budgeting

We will sort, evaluate, and pay any bills you designate, keeping you informed throughout with personalized reporting.

Family Governance Oversight and Administration

This ranges from providing credit cards use summaries to coordinating monthly allowance for identified family members.

Management of Insurance Policies

We can coordinate and manage insurance policies for all your life/business stages.

Philanthropy and Charitable Administration

Our team can oversee the administration of your charitable contributions and gift schedules.

Tax and Audit Assistance for Filing

Our team can compose financial reports, gather documents for tax returns and audit preparation.

In-house Portfolio Management

Our in-house team will oversee the operations of the asset management process. We start by gathering statements and consolidating to providing reporting as needed.

Record Archival and Document Management

Let us manage, process and store your needed documentation so you can provide continued timely, efficient, ongoing support for your team of employees, attorneys, accountants, consultants and bookkeepers.

Mail Collections

You don’t have to deal with office-management hassles. Let our staff take care of even the simple daily task of collecting and distributing mail.

Maintain Banking Relationships

Communication is key to building and maintaining a solid banking relationship. Let our team keep the bank up-to-date on the required financial details as well as keep you in the know on what is going on with the bank.

Trusts Administration

We will coordinate and manage trust accounts to support trustee obligations for asset management such as bill pay, check writing, and other features.

Medical Practice Management Consulting

The Healthcare Consulting Team at Medical Business Advisors, a division of BlueStone Services, specializes in working with physician’s practices, hospital departments, and other healthcare entities. Our consultants possess a wealth of knowledge best suited to provide practice advisory solutions tailored to improve your operational and financial performance.