High Touch Service

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

Innovative Technology

Our proprietary bill pay app makes approving bills, viewing bill payment status, and communicating with the Plumb team easier than ever.

Robust Security

We proactively protect sensitive data in several vital ways. Bank-level security, real-time, 24/7 network monitoring and detection from our in-house IT team ensures your data is protected.

Contact Us

Request a consultation to learn how Plumb's decades of experience with Bill Pay and Family Office Accounting can help deliver financial peace of mind.

"The month-end financial reports that Plumb provides to my clients give a clear, aggregated picture of their current financial status and helps establish wealth preservation."

Client’s Estate Attorney