2022 was a great year for Plumb, and 2023 is certainly getting off on the right foot!

We’re thrilled to announce that we are shortlisted for 2 awards from The Family Wealth Report:

• Property & Household
• Leading Individual – for our very own EVP, Anneke Stender

We are also shortlisted for these 3 awards as we announced last month:

• Technology Innovator of the Year Award at Citywealth’s Magic Circle Awards
• Best General Ledger System and the Best Partnership Accounting System at the Private Asset Management (PAM) Awards.

Thank you to The Family Wealth Report Awards for including us on your shortlist, and congratulations on 10 years of award-giving.

We wish the best of luck to our impressive list of co-shortlisted companies.

Stay tuned for the announcement of the winners.

Plumb Family Office Accounting & Bill Pay is a high-touch, hi-tech family office accounting and bill pay service provider whose solutions are custom designed to meet the needs of high-net-worth and ultra-high-net-worth clients and family offices.

With decades of experience in this distinctive and niche market, Plumb delivers financial peace of mind by assisting high-net-worth individuals and family offices know where their money is going, so their trusted advisors can effectively manage it. We work in partnership with their team — including wealth, CPA, and other advisors — to provide the highest quality of data and financial reporting to establish a holistic view of their assets and financial holdings. This gives them true control of their wealth and establishes the foundation for effectively implementing their financial strategies.

Let’s talk about how we can help you build trusted relationships with your clients.