Plumb provides financial clarity and peace of mind to high-net-worth and ultra-high-net-worth clients and the family offices that manage their wealth.
We know the following is true:
- Consolidated financial reporting is crucial for family offices managing the wealth of multiple family members or multiple generations of a family.
- Automated accounting processes for those with complex financial transactions provides efficiency and transparency.
- Compliance and audit support for family offices is critical.
We have decades of experience helping family offices manage their accounting needs. 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.