FAMILY OFFICE ACCOUNTING

Accounting experts for family offices and high-net-worth individuals

Building on our proven accounting expertise since 2008, we act as stewards to your day-to-day accounting needs.

Our accounting and bill pay services were developed by financial experts and accounting professionals with a deep understanding of the unique needs of high-net-worth individuals and family offices. We serve as an extension of family office teams, treating all our clients and partners with the utmost care and precision.

3 Advantages to Outsourcing your Accounting

Delegation to Experts

Families benefit from segregation and delegation of duties, including the checks and balances around their accounting that Plumb provides.

Streamlining Bill Pay to Ease Accounting

Plumb’s proprietary bill pay technology increases efficiency and transparency in the bill pay and approval process.

High-touch meets Hi-Tech

We offer nimble and innovative services, which we call stewardship.

CUSTOMIZED TO YOUR needs

Looking to save time, gain clarity, and remain in control, but unsure where to start?

SERVICES & PROCESS

Plumb excels in high net worth accounting and financial reporting.

Plumb Family Office Accounting delivers financial peace of mind by assisting high-net-worth individuals and family offices organize, coordinate, and navigate through their financial affairs. We work in partnership with your trusted advisors to provide the highest quality of data and financial reporting to establish a holistic view of your assets and financial holdings. This gives you true control of your wealth and establishes the foundation for effectively implementing your financial strategies.

Family Office Accounting Services

Investment
Accounting
Reconciliation

Private Equity
Tracking

Consolidated
Financial
Reporting

Entity
Bookkeeping

Cash Flow
Management

Financial
Reporting &
Analysis

Budgeting and
Cash Flow
Projections

Foundation
Accounting

Trust
Accounting

Insurance
Coordination &
Oversight

Annual Tax
Organizer

Plumb Family Office Accounting: Our 7-Step Process

Plumb provides the information and insights you need to make knowledgeable decisions about your wealth. Utilizing our 7-Step Process, Plumb Family Office Accounting customizes a plan and creates a roadmap with objectives and milestones. This allows for simplicity, focus, and balance in your financial affairs. Learn More

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.