Plumb Bill Pay’s EVP Wins Family Wealth Report Award for Leadership in High-Net-Worth Bill Pay Services

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We are honored to share that Anneke Stender, our Executive Vice President and the driving force behind Plumb Bill Pay, has been named Leading Individual (Service Product Provider) at the Twelfth Annual Family Wealth Report Awards 2025.

As EVP of Plumb Bill Pay—a leading provider of secure, high-touch bill payment services for family offices and ultra-high-net-worth clients—Anneke Stender has spent over two decades delivering strategic solutions in the financial services industry. Her leadership blends deep industry expertise with a clear vision for innovation, guiding the continuous evolution of our offerings to meet the growing complexity of client needs. With a strong focus on both technology and service, Anneke continues to set the standard for excellence in the high-net-worth space. As a result, Plumb Bill Pay remains at the forefront of innovation—without ever losing sight of the human touch that defines the client experience.

Anneke’s recognition is not just a reflection of her personal achievements—it’s a testament to the vision, stewardship, and product leadership she brings to our firm, ensuring that our technology, service model, and client experience continue to evolve alongside the complexities of wealth management.

View the full press release here: Plumb Bill Pay Winners Press Release- FWR 2025

High-Net-Worth Bill Pay Innovation: Where Technology Meets Stewardship

At Plumb Bill Pay, innovation is more than technology—it’s about adapting to the evolving needs of wealthy families, while preserving the personalized service they expect. Under Anneke’s leadership, our approach blends purpose-built technology with a stewardship mindset, ensuring every client experience is seamless, secure, and deeply personal.

Our Plumb Bill Pay App reflects this philosophy. More than a payment tool, it’s a gateway to financial clarity and control:

  • Clear Financial Oversight – Intuitive dashboards that deliver a complete financial picture, tracking payments, approvals, and priorities for real-time financial oversight for UHNW families.

  • Effortless Approvals – One-click approvals, auto-approval limits, and streamlined workflows for efficiency and peace of mind.

  • Proactive Cash Flow Forecasting – Six-month forward-looking projections to support smarter planning and decision-making.

  • Streamlined Tax Preparation – Organize and compile tax documents for a smooth, efficient handoff to CPAs.

  • Security & Accessibility – SOC 2 certified bill pay platform with bank-level security for anywhere, anytime access, ensuring confidence and flexibility.

At Plumb Bill Pay, our strength lies in the seamless pairing of innovation with stewardship. Moreover, every feature is supported by an expert team ensuring accuracy, discretion, and a white-glove client experience.

What Sets Us Apart?

At Plumb Bill Pay, we don’t just process payments—we protect, simplify, and elevate the financial lives of our clients. Our model is grounded in stewardship, precision, and innovation:

  • Decades of Trusted Expertise – Led by Anneke Stender, who has spent over 20 years shaping solutions for HNW and UHNW families, family offices, and their advisors.

  • Stewardship-First Service Model – Our dedicated team acts as an extension of your family office, ensuring accuracy, discretion, and personal attention in every transaction.

  • Purpose-Built Bill Pay App for HNW & UHNW Clients – Designed specifically for the complexities of wealth management, our proprietary Plumb Bill Pay App delivers simplicity and powerful oversight tools.

  • Security Without Compromise – SOC 2 certified, bank-level security protocols, and meticulous controls protect sensitive data and workflows.

Plumb Bill Pay delivers premium outsourced bill pay and family office accounting services for family offices, ultra-high- and high-net-worth individuals, and their advisors—backed by cutting-edge fintech and white-glove service.

At every touchpoint, we combine technology with the personal service, accountability, and adaptability that discerning clients expect in today’s dynamic financial world.

Looking Ahead

As Anneke continues to guide our vision, she remains focused on ensuring that Plumb Bill Pay evolves alongside the changing needs of our clients—enhancing our tools, deepening our service model, and driving innovation without ever losing the human connection that has defined our approach for almost 30 years.

Finally, we’re grateful to the Family Wealth Report Awards for this recognition and to our clients and partners who trust us as stewards of their financial lives.

Discover how Plumb Bill Pay supports high-net-worth families and family offices with secure, seamless bill payment solutions. Contact us today to schedule a consultation and click here to learn more about our bill pay services for ultra-high- and high-net-worth individuals and family offices. 

Plumb Bill Pay’s Anneke Stender receives Leading Individual award for service excellence.

Anneke Stender, EVP of Plumb Bill Pay, awarded Leading Individual for Service Excellence at Family Wealth Report Awards 2025.Family Wealth Report Awards 2025 event honoring leaders in wealth management services.

SOC 2 Certification Highlights Plumb Bill Pay’s Secure Technology Framework

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We’re proud to share that Plumb Bill Pay is now SOC 2 certified. This certification reflects our ongoing commitment to data security, privacy, and operational excellence.

The SOC 2 audit was conducted by A-LIGN, the leading provider in cybersecurity compliance trusted by more than 4,000 global organizations to help mitigate cybersecurity risks.

At Plumb, our mission is to deliver exceptional service that creates financial clarity and peace of mind. Our clients trust us with their most sensitive financial information, and we take that responsibility seriously. To reinforce that trust, we voluntarily underwent a rigorous SOC 2 assessment to ensure that our security and operational controls meet the highest standards of security and compliance.

“Congratulations to Plumb Bill Pay for completing their SOC 2 audit, a widely recognized signal of trust and security,” said Steve Simmons, COO of A-LIGN. “It’s great to work with organizations like Plumb Bill Pay, who understand the value of expertise in driving an efficient audit and the importance of a high-quality final report.”

What is a SOC 2 report? 

Established by the American Institute of Certified Public Accountants (AICPA), the SOC 2 examination is designed for organizations of any size, regardless of industry and scope, to ensure the personal assets of their potential and existing customers are protected. SOC 2 reports are recognized globally and affirm that a company’s infrastructure, software, people, data, policies, procedures and operations have been formally reviewed.

Unlike a simple cybersecurity scan, a SOC 2 audit evaluates how a company’s internal controls are designed and operated to protect client data. It specifically reviews five trust service principles: security, availability, processing integrity, confidentiality, and privacy. This compliance confirms that Plumb Bill Pay has robust, independently verified controls in place to safeguard data—demonstrating our ongoing commitment to transparency, security, and trust.

Why SOC 2 Compliance Matters

In today’s digital environment, businesses increasingly rely on third-party providers —bringing both opportunity and heightened risk. With rising expectations around data security, SOC 2 compliance has become the gold standard for demonstrating a company’s ability to handle sensitive data responsibly and securely.

“Strong client relationships are built on trust. Achieving SOC 2 compliance is another way we show our clients that protecting their financial information is just as important to us as it is to them,” said Rob Scherer, President of Plumb.

For Plumb Bill Pay, this milestone underscores one of our core values: delivering peace of mind through trust and accountability. Our proprietary bill pay app is designed with bank-level security, layered access controls, and 24/7 real-time monitoring managed by our in-house IT team. SOC 2 certification affirms the strength and ongoing evolution of these security protocols—demonstrating our commitment to operating in a secure, compliant, and resilient operating environment.

This achievement also builds on the additional security layers and independent testing we’ve implemented over the years, ensuring a comprehensive and proactive approach to protecting our clients’ most sensitive financial data—so they can stay focused on what matters most.

A-LIGN Badge SOC-2 certified Plumb Bill Pay
Plumb Bill Pay’s SOC-2 Certified A-LIGN Badge

About Plumb Bill Pay

Plumb Bill Pay is a trusted provider of outsourced bill payment and financial operations services tailored for high-net-worth individuals, family offices, and their advisors. Combining secure technology with personalized support, Plumb delivers financial clarity, control, and peace of mind. For more information, visit: www.plumbbillpay.com.

About A-LIGN

A-LIGN is the leading provider of high-quality, efficient cybersecurity compliance programs. Combining experienced auditors and audit management technology, A-LIGN provides the widest breadth and depth of services including SOC 2, ISO 27001, HITRUST, FedRAMP, and PCI. A-LIGN is the number one issuer of SOC 2 and a leading HITRUST and FedRAMP assessor. To learn more, visit a-lign.com.

Plumb Bill Pay Named Finalist in Four Categories at the 2025 Family Wealth Report Awards

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Plumb Bill Pay is proud to announce that we have been named a finalist in four categories at the Twelfth Annual Family Wealth Report Awards 2025. This recognition highlights our ongoing commitment to delivering high-quality bill payment, accounting, and reporting services tailored to the needs of high-net-worth individuals, family offices, and their advisors.

Finalist Categories:

  • Accounting

  • Bill Pay

  • Outsourcing / Business Process Outsourcing

  • Leading Individual (Service Product Provider) — Anneke Stender, EVP, Plumb Bill Pay

Family Wealth Report 2025 Finalist Certificate Plumb Bill Pay  Family Wealth Report Awards 2025 Anneke Stender Leading Individual Service Provider Finalist Certificate

The Family Wealth Report Awards celebrate excellence and innovation among providers serving the North American family office and wealth management communities. Each finalist is selected through a rigorous, independent judging process designed to recognize firms and individuals who demonstrate outstanding service, strategic thinking, and leadership.

“Being named a finalist across multiple categories, including a personal nomination, is an incredible honor,” said Anneke Stender, Executive Vice President of Plumb Bill Pay. “This recognition reflects the dedication and expertise of our entire team, and our ongoing commitment to providing clients with financial clarity, control, and peace of mind.”

With a strong foundation in personalized service and a focus on financial clarity, Plumb Bill Pay helps simplify the complex financial lives of wealthy families and individuals. Through our proprietary technology and white-glove support model, we offer consolidated bill payment, entity-level accounting, and comprehensive financial reporting services.

Award winners will be announced on May 8, 2025, at the Mandarin Oriental Hotel in New York City.

To learn more about our services and why families and advisors trust Plumb Bill Pay, contact us here or explore more on PlumbBillPay.com.

Read the full press release here: FWR 2025 Plumb Bill Pay Finalist Press Release

Plumb Bill Pay Shortlisted for Three Prestigious PAM Awards

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We are delighted to announce that Plumb has once again been shortlisted for the highly respected 2025 PAM (Private Asset Management) Awards. This year, we are honored to be recognized in three categories:

  • Best General Ledger System
  • Best Partnership Accounting System
  • Best Technology Platform for Family Offices

We extend our warmest congratulations to the other nominees who continue to drive innovation and excellence in our industry. A heartfelt thank you goes to the team at WithIntelligence and the PAM Awards for this incredible recognition.

At Plumb, we remain dedicated to providing financial clarity and seamless accounting services, empowering our clients to make informed decisions with confidence. This honor inspires us to continue exceeding expectations and setting benchmarks for the industry.

Stay tuned for the awards results, and thank you for supporting Plumb on this exciting journey!

Discover how Plumb Bill Pay consistently delivers best-in-class service below:

Plumb Bill Pay Featured in the 2024 US WealthTech Landscape Report

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We are thrilled to announce that Plumb Bill Pay has been included in The Wealth Mosaic’s US WealthTech Landscape Report 2024! This recognition demonstrates our commitment to delivering innovative, high-touch financial services that simplify life for our clients.

The WealthTech Landscape Report highlights leading solutions that empower wealth managers, family offices, and high-net-worth individuals with technology-driven services to streamline financial operations. At Plumb Bill Pay, we pride ourselves on blending technology with personalized support to ensure seamless, secure, and efficient bill payment management.

Our inclusion in this prestigious report affirms the value we bring to the financial management ecosystem. From managing complex financial workflows to providing clear reporting and reducing administrative burden, Plumb Bill Pay continues to be a trusted partner for those seeking financial clarity and operational excellence.

We extend our gratitude to our clients and partners for their ongoing trust and support.

To learn more about Plumb Bill Pay and how we can help simplify your financial life, contact us today at sales@thinkplumb.com.

Navigating Security Concerns: Traveling Tips for High Net Worth Individuals and Families

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As warmer months quickly approach, high net worth individuals (HNWIs) and their families are gearing up for vacations and travel adventures around the world. However, amidst the excitement of planning luxurious getaways, it’s crucial not to overlook the paramount importance of security. Whether for business or leisure, jet-setting across the globe comes with its own set of unique challenges, particularly concerning security. From cyber threats to physical safety risks, navigating these concerns requires careful planning and strategic measures. Let’s delve into some essential tips and security considerations to ensure safe and enjoyable getaways.

Cybersecurity Vigilance

In an age dominated by digital technology, cyber threats pose a significant risk, especially for individuals with substantial assets and sensitive information. Summer traveling exacerbates these risks, as individuals often rely heavily on digital devices for communication, navigation, and entertainment while on the move. To mitigate cybersecurity risks:

  1. Secure Devices: Ensuring all devices, including smartphones, tablets, and laptops, are equipped with updated antivirus software and security patches to fend off potential cyber attacks.
  2. Use Secure Networks: Avoiding connecting to unsecured public Wi-Fi networks, as they are prime targets for hackers. Instead, opting for trusted networks, virtual private networks (VPNs), or utilizing a personal hotspot with robust encryption.
  3. Beware of Phishing Scams: Exercising caution when accessing emails or messages, particularly those containing suspicious links or attachments. Phishing scams often escalate during peak travel seasons, aiming to exploit unsuspecting individuals.
  4. Secure Credentials: Use an online password storage system, like Keeper Security, Lastpass, etc., to store usernames, passwords, and other sensitive information to keep it safe from cybercriminals.

Physical Security Precautions

Beyond the digital realm, physical safety remains a paramount concern for HNWIs and their families. Whether exploring exotic destinations or relaxing at lavish resorts, adopting the following precautions can enhance security:

  1. Personalized Security Detail: Depending on the level of perceived risk, engaging the services of professional security personnel can provide an added layer of protection, especially in high-risk regions or during high-profile events.
  2. Secure Accommodations: Opting for reputable hotels and resorts with robust security measures in place, such as controlled access, surveillance cameras, and 24/7 security personnel. Prioritize accommodations that offer privacy and seclusion without compromising on safety.
  3. Traveling Light and Keeping Low-Profile Travel: Minimizing conspicuous displays of wealth, such as expensive jewelry or designer attire, can help avoid attracting unwanted attention from potential threats. Pack light and only carry essential items to reduce the risk of theft or loss.

Emergency Preparedness

Despite best-laid plans, unforeseen circumstances can arise, requiring swift and decisive action. HNWIs and their families can prioritize emergency preparedness by:

  1. Maintaining Emergency Contacts: Keeping a list of essential contacts, including local authorities, embassy or consulate information, and trusted security personnel, readily accessible can facilitate prompt assistance in the event of an emergency.
  2. Travel Insurance Coverage: Investing in comprehensive travel insurance that extends coverage to medical emergencies, evacuation services, and trip cancellations due to unforeseen events can provide peace of mind and financial protection against potential losses.
  3. Risk Assessment and Contingency Planning: Conducting thorough risk assessments prior to travel, identifying potential threats, and developing contingency plans can enable swift and effective responses to adverse situations, minimizing the impact on personal safety and well-being.

Conclusion

Traveling offers endless opportunities for relaxation, adventure, and cultural exploration for HNWIs and their families. However, prioritizing security is paramount to ensure a safe and enjoyable experience. By remaining vigilant against cyber threats, implementing physical security precautions, and prioritizing emergency preparedness, HNWIs can navigate the complexities of travel with confidence and peace of mind. Remember, proactive measures and careful planning are the keys to a secure and memorable vacations.

Understanding High Net Worth Reporting Around Alternative Investments

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High Net Worth (HNW) individuals often seek to diversify their investment portfolios beyond traditional assets like stocks and bonds. Alternative investments have gained popularity among this demographic due to their potential for higher returns and portfolio diversification. However, understanding the reporting requirements for alternative investments is crucial for both investors and financial professionals to ensure compliance and transparency. This article explores the nuances of HNW reporting, types of alternative investments, and the associated reporting requirements.

Alternative investments encompass a diverse range of assets beyond traditional stocks, bonds, and cash equivalents. Common types of alternative investments include private equity, hedge funds, real estate, collectibles, commodities, and venture capital. While these investments offer the potential for higher returns, they also introduce complexities in reporting and valuation.

  • Private Equity: Private equity investments involve acquiring ownership stakes in privately-held companies. Reporting requirements for private equity investments may include periodic financial statements, valuations, and disclosures of investment strategies. Additionally, investors must adhere to regulatory guidelines governing private placements and investor accreditation.
  • Hedge Funds: Hedge funds employ various investment strategies, including long-short equity, arbitrage, and derivatives trading. Reporting requirements for hedge fund investments often involve disclosing performance metrics, risk profiles, and fund expenses. Investors may also need to report their hedge fund holdings for regulatory compliance and tax purposes.
  • Real Estate: Real estate investments encompass residential, commercial, and industrial properties, as well as real estate investment trusts (REITs). Reporting requirements for real estate investments may include property appraisals, rental income statements, and depreciation schedules. Investors must also comply with tax regulations governing capital gains, rental income, and property deductions.

Reporting on HNW statements requires meticulous attention to detail and adherence to regulatory standards. It is crucial to accurately compile financial information, including the proper booking of alternative investments, to reflect the comprehensive position of the individual and their overall portfolio. Each type of alternative investment may require a different accounting treatment based on its characteristics and regulatory requirements. It is essential to stay updated on accounting standards and consult with professionals to ensure compliance and transparency in booking alternative investments.

Additionally, HNW statements should provide a breakdown of asset allocation across various investment categories, including alternative investments, to offer a holistic view of the portfolio’s composition. Compliance with reporting standards ensures consistency and comparability. Regular reviews and audits by qualified professionals help maintain the integrity of HNW statements and instill confidence among stakeholders including investors, regulatory authorities, and financial institutions. Overall, thorough reporting practices facilitate effective wealth management and decision-making for HNWI and their advisors.

Consolidating tracking of alternative investments involves implementing a robust system to monitor and manage diverse asset classes effectively. One approach is to utilize investment management software that integrates data from various sources, including private equity funds, hedge funds, real estate holdings, and commodities. This centralized platform enables investors to access real-time information on portfolio performance, risk exposure, and liquidity.

  • Benefits of Consolidating Tracking
    • Enhanced visibility into asset allocation
    • Streamlined reporting processes
    • Improved decision-making.
  • Challenges That May Arise
    • Limited transparency
    • Illiquidity, and
    • Valuation discrepancies

With proper tools and expertise, consolidating tracking of alternative investments can optimize portfolio management and maximize returns while mitigating risks associated with these non-traditional asset classes.

In conclusion, comprehending HNW reporting concerning alternative investments is indispensable for both investors and financial professionals navigating the complex landscape of wealth management. By accurately documenting these investments and integrating them into comprehensive financial statements, HNWI can gain clarity on their portfolio composition, risk exposure, and performance. With a steadfast commitment to transparency, diligence, and expertise, HNW investors can effectively harness the potential of alternative investments to achieve their financial objectives in today’s dynamic investment landscape.

Take the Next Step Towards Financial Ease and Clarity: Experience the benefits of secure and streamlined financial management. Contact us at sales@thinkplumb.com to discuss how our outsourced bill payment services can enhance accuracy, save time, simplify record-keeping, and reduce stress. Your peace of mind is our priority.

Expense Tracking for Wealthy Individuals: Tools and Strategies for Comprehensive Financial Oversight

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For high-net-worth individuals, managing finances extends beyond simply tracking income and expenses. It’s about gaining comprehensive oversight of a complex financial landscape that may include investments, trusts, real estate, and more. In this context, meticulous expense tracking becomes an essential tool for informed decision-making, optimizing wealth preservation, and achieving financial goals.

 

Let’s start with the basics. Why track expenses?

 

Expense tracking for wealthy individuals offers several unique advantages:

 

  • Identify spending patterns. Track where your money goes, from regular bills to occasional indulgences. This reveals areas for potential cost-cutting or strategic reallocation of funds.
  • Monitor asset performance. Track the specific expenses related to various assets like vacation homes, yachts, or art collections.
  • Inform investment decisions. Understanding spending habits can help to guide investment strategies. If you know how – and how much – is being spent, you can better determine the types of investments you should be making.
  • Catch mistakes before they happen. With exact and itemized expenses, it’s easy to spot something that doesn’t look right.
  • Ensure tax compliance. Accurate expense records are crucial for tax preparation and audits, especially for charitable giving. When expense tracking is set up properly it can help save both time and money with tax preparation.
  • Achieve financial goals. Tracking expenses against set goals, like saving for a second home or philanthropy, keeps you on track.

 

There are also a few effective expense tracking strategies that we suggest to all our high-net-worth clients.

 

  • Set clear goals. Define your financial objectives and tailor your expense tracking to monitor progress towards them.
  • Choose the right tools. Select a tool that aligns with your needs, preferences, and level of financial complexity. For example, the Plumb Bill Pay app is a great tool for providing clarity into finances.
  • Categorize meticulously. Create custom categories to accurately reflect your spending patterns and identify areas for improvement. At Plumb, we create the categories that best suit our clients’ needs so they can see their expenses exactly how they want to see them.
  • Review regularly. Schedule regular time to analyze your spending data and identify trends or areas for adjustments. Plumb provides customized reporting to our clients, as frequently as they need, with as much detail as they want.
  • Seek professional guidance. Consult a financial advisor or wealth manager for personalized recommendations and strategies, and seek outsourced bill payment and accounting support – like the experts at Plumb – to ensure effective management of your expenses.

 

Remember, expense tracking is about gaining valuable insights into your financial behavior, making informed decisions, and ultimately, achieving your long-term financial goals. By embracing effective tracking strategies and utilizing the right tools, wealthy individuals can transform expense management from a chore into a powerful tool for financial empowerment.

 

Take the Next Step Towards Financial Ease and Clarity: Experience the benefits of secure and streamlined expense management. Contact us at sales@thinkplumb.com to discuss how our outsourced bill payment services can enhance accuracy, save time, simplify record-keeping, and reduce stress, and fortify the security of your financial transactions. Your peace of mind is our priority.

Customized Expense Categories for HNWI: Tailoring Reports to Individual Financial Goals

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Beyond Budgeting: How Personalized Expense Categories Empower HNWI Clients

While expense categories are essential for any budget, for high-net-worth individuals with intricate financial lives, customization becomes vital.

At Plumb we understand the unique needs of our high-net-worth clients. We believe that tailored categories can unlock granular tracking, insightful decision-making, and refined budget planning. However, we’ve also seen where excessive detail can have a downside. Too many categories, lacking meaningful insights or tracking benefits, can risk becoming an overwhelming burden.

In this brief article we outline why expense categories matter, the benefits of these categories, and some best practices and challenges of implementation.

 

Importance of Expense Categories

  • Track spending: Organizing expenses into different expense categories helps HNWI clients with multiple properties and complex finances track where their money goes.
  • Customization: With QuickBooks class tracking, the clients can see their expenses broken out in whatever way they want and need to see it. This granular categorization might include categories for different properties, children’s school tuition, credit card purchases, country club expenses, or it can be as detailed as individual doctor fees and specific retail stores.
  • Decision-making: Detailed reports based on these customized categories empower clients to make informed financial decisions.

 

Benefits for HNWI Clients

  • Detailed insights: Drilling down into specific expense categories allows for better budget planning and cost control.
  • Control over finances: Clients can see where their money is going and take control of their spending habits.
  • Improved reporting: Customized categories enable clear and accurate financial reports for better analysis. At Plumb, with customized expense categories in place for all clients, we issue reports efficiently and seamlessly – whether they are shared regularly or based on an ad hoc request.

 

Implementation Best Practices and Challenges

  • Standardized Chart of Accounts: This helps maintain consistency across clients while still allowing for customization based on what the client needs.
  • Data overload: Highly customized categories can lead to complex data and reporting challenges. If there’s no benefit to the client, and it’s getting in the way of providing updated and accurate data, we will make the recommendation to the client for a better approach.
  • Matching and accuracy: Ensuring accurate data capture and categorization can be complex with many details. This is where Plumb shines. Our expert bill pay team has the tools and experience to create timely, accurate, and meaningful reports for our clients – regardless of the complexity of the expense categories.

 

With our decades of experience managing the bill payment and expenses of our high-net-worth clients, we understand the best practices of creating customized expense categories: how to create them, how to utilize them to drill down to important information, and how to create valuable and insightful reports.

 

Take the Next Step Towards Financial Ease and Clarity: Experience the benefits of secure and streamlined financial management. Contact us at sales@thinkplumb.com to discuss how our outsourced bill payment services can enhance accuracy, save time, simplify record-keeping, reduce stress, and fortify the security of your financial transactions. Your peace of mind is our priority.

Plumb Bill Pay + Sage Intacct Use Cases for Multiple Real Estate Holdings

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Many of Plumb’s high-net-worth clients manage diverse portfolios with multiple real estate investments, and we are experts at assisting them with their bill pay and accounting needs. Our team ensures accurate, timely financial management and reporting, allowing clients to focus on growing their investments with confidence.

How do we do this?

  • Property Management:  We understand how pivotal it is to record and track complex financial transactions related to property management.
  • Financial Consolidation and Reporting: We provide crucial consolidated, accurate, and timely reporting needed for clear visibility into each property and overall portfolio.
  • Budgeting and Forecasting: We create budgets and forecasts that allow our clients to make more strategic decisions.

Plumb works with HNWI clients with multiple real estate holdings.

We have decades of experience helping high-net-worth-individuals manage the accounting of their real estate holdings. We’d love to help answer any questions you may have. Feel free to schedule time to speak with Anneke Stender, our EVP, at your convenience.