Plumb is honored to have won the prestigious and coveted Private Asset Management award for Best Partnership Accounting System.
We were also shortlisted for the Best General Ledger System,
Thank you to the team at the PAM Awards for recognizing our accomplishments and contribution to family office accounting and bill payment.
Congratulations to the winners of the other categories, and to all who were shortlisted.
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.