Middle-Back Office Solutions

BlueStone’s Middle-Back Office outsourcing solutions provides flexibility to build a model to fit your specific needs, we offer administration solutions to support your operations for your private foundation/trust, investments and/or family office.

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

 

 

Who We Help

Private Foundations Trust

Private
Foundations & Trusts

  • Mail collections
  • Recording donations
  • Reconciling bank transactions
  • Organizing and attending annual meetings
  • Processing grants going out to grantees

Family Offices

Family Offices

  • 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 Equity Firms

Private Investors

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

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