Why Bluestone?

Bluestone Private Wealth, a Registered Investment Advisor, is an Ultra High Net Worth Multi-Family Office that offers support to a niche client base. We believe that families with multi-generational wealth do not receive the attention they deserve from larger firms, yet a single-family office may not be cost and time effective. 

We founded Bluestone with the following commitments:

  • Limit the number of families we work with to ensure that we can be proactive rather than reactive.
  • Take the time to understand your family’s values and goals.
  • Build relationships with every generation of your family.
  • Coordinate communication and work with all advisors in your financial world.

Chris and Stephanie have worked together for almost 10 years managing complex UHNW families. We strongly value honesty, communication, and transparency. We are committed to providing invaluable service to the families we partner with.