High Net Worth Individuals (HNWIs)

Today, more and more high net worth individuals (HNW or HNWI) and high net worth families 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 Families and HNWIs in Maryland, DC, and Virginia provides a dedicated back-office relationship team to serve your complex administrative needs. This includes providing private client services on a weekly, monthly and on-going/occasional basis. For a full list of services and to understand how BlueStone’s HNW wealth management solutions can support your needs, contact us today.

BlueStone Services is a subsidiary company of KatzAbosch, a leading accounting firm providing private client services for HNWIs and high net worth families in Maryland, DC, and Virginia 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.

Wealth Management Services for HNWIs

HNW 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 for HNWIs

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

HNW Philanthropy and Charitable Administration

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

Tax and Audit Assistance for Filing for HNWIs

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

In-house Portfolio Management for HNWIs

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 for HNWIs

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.

HNW 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.

High Net Worth Individuals (HNWIs) FAQ

Does BlueStone serve high net worth individuals (HNWIs) near me?

BlueStone specializes in providing exceptional outsourcing services for high net worth individuals (HNWIs) near you. Located in Columbia, MD, our office is conveniently accessible to businesses in various cities. As a high net worth individuals (HNWIs), you can trust BlueStone to offer comprehensive assistance tailored to your specific needs. We serve cities such as:

  • Frederick, MD
  • Mt. Airy, MD
  • Rockville, MD
  • Gaithersburg, MD
  • Takoma Park, MD
  • Barnesville, MD
  • Brookeville, MD
  • Chevy Chase, MD
  • Friendship Heights, MD
  • Garrett Park, MD
  • Glen Echo, MD
  • Kensington, MD
  • Laytonsville, MD
  • Poolesville, MD
  • Somerset, MD
  • Washington Grove, MD