Private Client Services

At BlueStone Services, we specialize in providing exceptional support for high-net-worth individuals, families, and private businesses through our comprehensive private client services. BlueStone’s private client services provide flexibility to build a model to fit your specific needs, we offer outsourcing 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.

We offer a bespoke approach that prioritizes confidentiality, discretion, and meticulous attention to detail. Our experienced team ensures your financial, administrative, and personal needs are met with precision and care, allowing you to focus on what matters most. Partner with BlueStone Services to elevate your private client experience and achieve your long-term financial and lifestyle goals with confidence.

Partner with us to streamline your path to enhanced wealth management and personalized support. Get started today!

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

Discover How We Collaborate With You

Private Client Services FAQ


Does BlueStone provide private client services near me?

Yes, BlueStone is dedicated to providing private client services near you. With our conveniently located office in Timonium, MD, we are well-positioned to serve high-networth individuals and private offices in the surrounding areas. You can rely on BlueStone’s expertise and commitment to deliver outstanding administrative services.

On a national scale, our virtual approach ensures continuous, seamless interaction with you, giving you confidence that we are effectively working on your behalf, no matter the distance.

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