High-Touch Technology Family Office Bill Pay and Accounting Services

Our high-touch, high-tech personal bill pay services are custom designed to meet the needs of our high-net-worth and ultra-high-net-worth clients. Ensure that your bills are paid on time, so you can devote more time and energy to enjoying life.

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OUR BILL PAY SERVICES

Peace of mind is priceless. With Plumb’s proven outsourced bill pay solution, you receive high-touch service from accounting experts who provide cash flow reporting, track your expenses and pay your bills reliably and securely. Our services include:

  • Bill Payment & Recordkeeping
  • Expense Tracking
  • Cashflow Reporting
  • Vendor Management
  • Mail Management Services
  • Complete Account Protection
How it works

Who We Serve

Outsource your monthly expense payments to our team of personal bill management experts who specialize in serving the needs of high net worth individuals and families and their financial managers.

Individuals + Families

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Financial Managers + Family Offices

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Why Plumb Bill Pay?

Save Time

It’s time to set aside daily financial minutiae and devote more time to things that matter. Plumb’s accounting experts understand the complex scope of your personal finances.

Gain Clarity

Gain clarity into your finances with our secure web-based technology. You and your designated representatives can access real-time accounting and bill pay reports 24/7/365.

Remain in Control

You select the frequency of reporting and level of detail you want for better financial planning and budgeting needs. We oversee the accounts, but you remain in complete control.

How We Do It

White Glove Service

Personalized attention and meticulous detail management provide the foundation for our analytical, proactive approach to bill pay for high-net-worth clients.

Innovative Technology

Our proprietary software platform is customized to alert our team on bills with upcoming due dates which enables efficiency while being proactive against any issues that may arise.

Robust Security

Bank-level security is the foundation of our bill pay platform. Real-time, 24/7 network monitoring and detection from our in-house IT team ensures your data is protected.

Success stories

Successful Business Owner

This UHNW business owner sold a very successful ecommerce business. He came to Plumb for financial stewardship of his day-to-day financial life.

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Success stories

Plumb Enhances Trust Companies Ability to Serve Clients

A Trust Company estimates that the addition of Plumb Bill Pay has saved their team about 3 hours in payment processing per day.

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Success stories

Outsourced Family Office Accounting and Bill Pay Services

A Single Family Office of a Billionaire family with over 40 entities relies on Plumb Bill Pay as a solution for their family accounting, entity bookkeeping and bill pay needs.

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Success stories

Bringing Greater Organization to a Retiree’s Financial Affairs

Widow who is a retired professional with accumulated wealth and real estate investments. The client was seeking a reliable and professional firm to manage her complex financial affairs by handling the payment of general bills, overseeing household staff payroll and tracking of rental properties.

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Success stories

Plumb’s Bill Pay Resource is an Extension to a Family Office Team

An established single family office was looking to outsource their bill pay as it became a more tedious and time-consuming task for the family office team. They wanted to increase operational efficiency and focus on investment services.

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Success stories

UHNW Business Owner

An ultra-high-net-worth (uhnw) business owner and investor with multiple companies, rental properties, existing holdings and a luxury yacht. This entrepreneur recently sold one of his businesses and needed help with his personal accounting, tracking of income, cash flow reporting and bill pay. As he started to invest in additional companies, he was also looking for an outsourced accounting resource to help with GAAP compliant financial statements for his new investments.

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Success stories

More Quality Family Time Through Outsourcing Bill Pay to Plumb

High-net-worth family who own several successful companies, real estate investments and a collection of vacation homes. The piles of mail, bills and daily deadlines kept growing and the family needed a resource to handle the payment of bills and tracking of cash flow.

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Protect What Matters Most

Securing your financial data and protecting your privacy is our highest priority. You can trust our technology and cloud infrastructure is equal to bank level standards of security. We are proud to be certified PCI 3.0 compliant, HIPAA compliant and SSAE-16 Type II compliant.

  • 24/7/365 network monitoring and detection
  • Encryption and 2-factor authentication
  • Mulitple, daily backups
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Take the First Step

Request a consultation to learn how Plumb Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.

Request a Consultation