Plumb Wins PAM Award for Best General Ledger System for Family Offices 2020

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New York, NY 

Plumb Bill Pay Wins Private Asset Management (PAM) Award

Plumb Bill Pay is recognized for rapid client growth by capitalizing on a gap in the marketplace for back-office accounting services for the ultra-high-net-worth and family office space.

New York City – February 2020, Plumb Bill Pay, a premier back-office accounting, financial reporting and bill pay firm for family offices and the ultra-high-net-worth (UHNW), announced that they have won the best General Ledger System by the distinguished Private Asset Management (PAM) Awards.

For over two decades, the PAM Awards have recognized top service providers in the private asset management space. The winners are selected by an independent panel of industry experts. Judging is based on the demonstration of financial progress in business performance, including growth in clients, employees and retention. As well as, rewarding firms for their product innovation and client service standards from the previous year.

“It is truly an honor to receive this award”, said Anneke Stender, Executive Vice President of Plumb Bill Pay. “Creating a white glove client experience and combining it with our efficient workflows, technology and security measures has been the foundation for our significant growth in the space”, she said.

Plumb Bill Pay was named winner for the “best general ledger system”, an award designed to recognize firms who provide outsourced general bookkeeping, bill pay and accounting support services to family offices and the private client community.

A first-time nominee for the PAM awards, Plumb has been providing a full-suite of back-office accounting and bill pay services for the UHNW and family offices for over 15 years. As a preferred outsourced accounting vendor for multi-family offices and financial institutions, Plumb Bill Pay tripled their client base and expanded their east coast footprint by adding a third office location.

 “Thank you to the private client community for recognizing our achievements,” said Robert Scherer, President of Plumb Bill Pay. “We value our partnerships with family office teams and their trust in our ability to produce the best general ledger system for their clients,” he said.

Understanding the unique needs and complexity of the private client space, Plumb Bill Pay offers a range of UHNW back-office accounting services, including bill payment, entity bookkeeping, financial reporting and cash flow analysis.  Clients and their personal financial team receive clear-sighted reports, so they can make informed decisions about their wealth.

The award ceremony took place on Thursday, February 6, 2020 at 583 Park Avenue, New York City, New York. There were 16 categories with award winners demonstrating tangible achievements by revenue growth and showcasing product and service innovation.

About Plumb Bill Pay | New York City | La Jolla :

Founded in 1996, Plumb has been helping families, their businesses, and family offices achieve greater levels of financial freedom by handling their personal reporting and bill pay needs. Plumb Bill Pay offers a high-touch and high-tech approach to personal bill pay and is custom designed to meet the needs of the high-net-worth.

 Plumb Bill Pay works with clients across the country and globally. They have office locations in La Jolla, CA and New York City, NY.

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Plumb Bill Pay Wins 2020 Family Wealth Report Award for Bill Pay Solution

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Plumb Bill Pay Wins Family Wealth Report Award for their Outsourced Bill Pay Solution for Family Offices

Firm recognized in the Property & Household category for critical area of business ethics: the importance of paying bills on time

Press Release:

New York, NY – March 19, 2020 – Plumb Bill Pay, a premier back-office accounting, financial reporting and bill pay firm for family offices and the ultra-high-net-worth (UHNW), announced that they have been crowned winner at the 7th Annual Family Wealth Report Awards.

“These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’, and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management and family office services,” said Stephen Harris, CEO of ClearView Financial Media.

The awards showcase the “best of breed” providers in the global private banking, wealth management and trusted advisor communities.  They are designed to recognize firms, teams and individuals which the prestigious panel of judges deemed to have “demonstrated innovation and excellence during 2019”.

“We are honored and so proud to have been voted the winner for this award”, said Anneke Stender, Executive Vice President of Plumb Bill Pay. “As a first-time nominee, it speaks volumes of the hard work that our firm has delivered over the past 12 months to be recognized,” she said.

Plumb Bill Pay was named winner for “Property & Household”, a category that highlights an accounting service that supports a family office team.

With accounting services from bill payment, entity bookkeeping, and cash flow reporting, Plumb Bill Pay helps family offices and the private client community by offering an outsourced solution. With established check and balances, the customized services of Plumb Bill Pay provide a seamless extended resource to the family office team.

ClearView Financial Media’s CEO and Publisher of WealthBriefing, Stephen Harris, was the first to extend his congratulations to all the winners. “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulation. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe compelling feature,” he said.

About Plumb Bill Pay:

Founded in 1996, Plumb has been helping families, their businesses, and family offices achieve greater levels of financial freedom by handling their personal reporting and bill pay needs. Plumb Bill Pay offers a high-touch and high-tech approach to personal bill pay and is custom designed to meet the needs of the high-net-worth.

Plumb Bill Pay works with clients across the country and globally and has office locations in La Jolla, CA and New York City, NY.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need-to-know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global though-leadership events program.

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Plumb Bill Pay Named Finalist for PAM Awards 2020

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Award Recognizes Top Service Providers in the Private Asset Management Space

Plumb Bill Pay, a premier back-office accounting, financial reporting and bill pay firm for family offices and the high-net-worth, has been named a finalist for the 2020 Private Asset Management (PAM) Awards.

Plumb Bill Pay has been shortlisted for the “Best General Ledger System”, an award designed to recognize firms who provide outsourced general bookkeeping and accounting support services to family office firms.

“We are incredibly happy and humbled to be nominated for this award,” said Anneke Stender, Executive Vice President of Plumb Bill Pay. “It is a true seal of approval from the private wealth community,” she said.

For over two decades, the PAM Awards have celebrated and shined a spotlight on the top-performing elite service providers of the private wealth community. It is a platform to showcase incredible achievements, including a mixture of client and revenue growth, new products, tools and innovation that has been well-received by the family office sector. Winners are chosen by a panel of 16 independent judges.

As an outsourced accounting firm with a focus in bill pay for the high-net-worth, Plumb Bill Pay has been recognized for the “best general ledger system” category. Their range of services offered to the family office sector include bill payment, entity bookkeeping, income and expense tracking, and cash flow reporting.

“Being named a finalist for a PAM Award is a testament to the high-standards we have set for our firm,” said Robert Scherer, President of Plumb Bill Pay. “We continue to evolve our product and services to be the best-in-class, as we respond to market demand for an outsourced bill pay solution,” he said.

The prestigious awards ceremony will take place on Thursday, February 6, 2020 at 583 Park Avenue, New York City, New York.

About Plumb Bill Pay:

Founded in 1996, Plumb has been helping high-net-worth families, their businesses, and family offices achieve greater levels of financial freedom by handling their personal reporting and bill pay needs. Plumb Bill Pay offers a high-touch and high-tech approach to personal bill pay and is custom designed to meet the needs of the high-net-worth.

Plumb Bill Pay works with clients across the country and globally and has office locations in La Jolla, CA and New York City, NY.

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Plumb Bill Pay Shortlisted for 2020 Family Wealth Report Awards

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Press Release: 2020 Family Wealth Report Awards

Awards showcase the best in the industry with categories focused on experts, products and services for wealth managers, high-net-worth clients and financial institutions.

New York City, NY – December, 2019 – Plumb Bill Pay, a premier back-office accounting, financial reporting and bill pay firm for family offices and the high-net-worth, has been named a finalist for the seventh annual Family Wealth Report Awards in NYC.

Plumb Bill Pay is one of three companies in the United States shortlisted as a finalist for the Property & Household category which highlights an accounting service that supports family offices and the high-net-worth community. The Family Wealth Report Awards is administered by ClearView Financial Media, a global publisher of family office intelligence, newswires, research and reports.

“It is an honor to be nominated for this prestigious and nationally recognized award,” said Anneke Stender, Executive Vice President of Plumb Bill Pay. “Our commitment to provide excellent customer service that is backed by a foundation of technology and bank-level security has led to our growth and success this year,” she said.

Plumb Bill Pay was nominated for the Property & Household category for their range of service offerings to the private client community, including bill payment, recordkeeping, income and expense tracking, cash flow reporting, vendor and mail management services.

Using a proprietary task management software system to facilitate and track bill payments, the solutions of Plumb Bill Pay are customizable for family offices or individual clients depending on their need and complexity of transactions and reporting.

“It feels great to be recognized alongside the top service providers to the affluent community and trusted by their advisors,” said Robert Scherer, President of Plumb Bill Pay. “As we continue to build relationships with family offices, wealth management firms and financial institutions, it is imperative to keep expanding our technology, security features and ease of use for client satisfaction,” he said.

Winners of the Family Wealth Report Awards will be announced during the gala awards dinner to be held at the Mandarin Oriental in New York City in March 2020.

A panel of trusted advisors will be responsible for judging the different categories. The expert panel will use an independent process with integrity and genuine insight to choose a winner. The award winners will demonstrate tangible achievements and showcase top class performance and innovation.

Family Wealth Report Awards

About Plumb Bill Pay:

For over two decades, Plumb has been helping high-net-worth families, their businesses, and family offices achieve greater levels of financial freedom by handling their personal reporting and bill pay needs. Plumb Bill Pay offers a high-touch and high-tech approach to personal bill pay and is custom designed to meet the needs of the high-net-worth.

Plumb Bill Pay works with clients across the country and globally. They have office locations in La Jolla and Newport Beach, CA and New York City, New York.

About Family Wealth Report Awards:

The Family Wealth Report is published by ClearView Financial Media, which provides essential business intelligence and up-to-date wealth management news to the global financial services sector.  With a database of 60,000 professionals, ClearView Financial Media is a real voice for private bankers, wealth managers, and advisors in related sectors.

London-based Publisher Stephen Harris is an international financial journalist and private client investment manager. With teams based in New York, London, Singapore, Switzerland and South Africa, Group Editor Tom Burroughes is dedicated to bringing the community useful news, thought-leadership events and important issues facing the private client community. 

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