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.