High Net Worth Individuals
Today, more and more high net worth individuals (HNWI) are finding that they need help tackling the complexities of managing their wealth. Our professionals can complement your trusted team, or coordinate efforts to manage and support your wealth on your behalf.
BlueStone’s private client services for high net worth individuals provides 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 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 personal financial management services ranging from estate, gift and trust planning, retirement and succession planning to coordinating resources needed to manage your assets.
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.
