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