Middle-Back
Office Solutions

BlueStone’s Middle-Back Office outsourcing solutions provide flexibility to build a model to fit your specific needs, we offer administration solutions to support your operations for your charitable contributions and gift schedules, family governance objectives, and/or family office. For private investors we function as a seamless extension of your team, alleviating the accounting and administrative burdens so you can focus growing your business.

Learn more about how we can help support your Middle-Back Office solutions needs.

Who We Help

High Net Worth Individuals

  • Bill paying and budgeting
  • Credit cards use summaries
  • Mange insurance policies
  • Administer charitable contributions and gift schedules
  • Coordinate monthly allowance for identified family members
  • Tax preparation for tax filings or audits

Private Investors

  • Capital call management
  • Account summaries
  • Partner updates
  • Tax preparation

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