For Family Offices

Virtual Assistant for Family Offices.

High-performing virtual assistants, matched to how you actually work. Get your time back and spend it on what matters most. Your principals, your portfolio, and the people behind both.

✓ Vetted, top 1% ✓ Matched to you ✓ No long contracts
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See the time you'd get back
The work that fills your week

This is what's keeping you away from what matters.

Inbound investment opportunity triageLogging incoming decks and PPMs into your tracker
Drafting first-pass summaries against the office's mandatePulling manager and sponsor background research
Scheduling intro and update calls with managersDrafting follow-up emails after manager meetings
Chasing diligence documents and side lettersTracking capital calls and distribution notices
Maintaining the portfolio tracker across managers and direct dealsReconciling statements against the tracker
Preparing quarterly reporting packets for principalsInbox triage and reply drafting for the principal
Calendar conflict resolution across family and officeTravel and itinerary planning
Coordinating private aviation and ground transportRestaurant, event, and reservation logistics
Vendor coordination and bill payment queueingInsurance renewal tracking across personal and entity policies
Household staff scheduling and coordinationProperty and project status updates compiled
Charitable giving and grant administration supportFamily communication and gift coordination
What your VA picks up

What your VA picks up.

Here's the work family offices typically hand off. The shape varies by office structure and mandate, we scope what yours owns first on the intro call.

Investment opportunity triage. Inbound decks and PPMs logged, first-pass summaries drafted against the office's mandate, low-fit deals tagged for a pass, the rest queued for principal review.

Manager and deal tracking. Portfolio tracker maintained across managers and direct deals, capital calls and distribution notices logged, side letters tracked, statements reconciled.

Principal calendar and inbox. Inbox triage and reply drafting for the principal, calendar conflict resolution across family and office, prep packets before every meeting.

Travel and lifestyle logistics. Itinerary planning, private aviation and ground transport coordination, restaurant and event reservations, the logistics behind the principal's week.

Household and entity admin. Vendor coordination, bill payment queueing, insurance renewals tracked across personal and entity policies, household staff scheduling, property updates compiled.

Reporting and family coordination. Quarterly reporting packets prepped for principals, charitable giving and grant admin support, family communication, gift and special-occasion coordination.

Ready when you are

Your time is valuable. Focus on what actually matters. Your principals, your portfolio, and the people behind both.

Take back your time now
FAQ

Common questions from family offices.

Don't see yours? Bring it to the discovery call.

How does my VA learn the tools we use, like Addepar, Eton Solutions, Sage Intacct, Bill.com, Concur, or our investment tracker?
During onboarding. We train your VA on your specific stack, your SOPs, and your workflows before they start running anything live. By the end of the first few weeks they're operating in your reporting, accounting, and tracker tools fluently and following the playbook you set.
Can my VA make investment decisions or commit capital on the office's behalf?
No. Your VA handles the operational and research work around the office (opportunity triage, manager tracking, calendar and inbox, household coordination, reporting prep), while investment decisions, capital commitments, signing on behalf of entities, and any work covered by the office's CIO, CFO, or registered personnel stays with them. If the office operates under specific regulatory regimes (RIA, family-office exemption considerations, jurisdictional rules), we'll defer to your counsel on where the line falls.
How do you handle confidentiality given how sensitive family and financial data are?
Discretion is the baseline. Your VA can sign a confidentiality agreement and any office-specific NDA before they touch anything, and they operate inside the access controls you set. You own the security stack, and we help you set it up: dedicated residential proxies and VPNs for account access, an encrypted password manager like 1Password, and role-based access scoped only to what your VA needs. Credentials are never shared in plain text, and your VA's access is revoked immediately on any transition.
Will my VA be dedicated to our office, or shared with other clients?
Dedicated. Your VA is matched to your office and works your hours on your work. We scope the engagement on the intro call, and your VA isn't being rotated through other clients in the background.
What time zones do your VAs work in?
Our team works around your schedule. We work with clients across North America and Europe, and we match a VA who can cover your business hours. Tell us which hours you need, and we'll scope it on the call and make sure you get coverage. If covering your hours means your VA works a graveyard shift in their time zone there may be additional cost, we'll identify it up front and clearly communicate it before you start working together.
What does onboarding look like?
Onboarding is about setting your VA up for success. We help you organize the access, resources, and direction your VA needs to start strong, pointing them at the SOPs, tools, and playbooks you already use. You own the systems and the playbook for your office, and we make sure your VA has what they need to follow them. A BlueMoso manager stays in the loop through the first month to run QA and help the working relationship find its rhythm.
What does a virtual assistant cost?
It's a monthly subscription, custom scoped on the discovery call. A managed option is also available if you'd like us to run weekly check-ins, QA the work, own SOPs, and cover when your VA is out. Pay by credit card or bank transfer, collected before service starts and automatically charged at the start of each month after that. Month-to-month, no long contracts, swap anytime.
What if it isn't a good match?
Tell us. We swap VAs at no cost. Most clients who swap early stay with us long-term, and our average engagement runs past 12 months.

Still have questions? Bring them to the call.

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