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Whether you are a high-net-worth family or busy professional with multiple properties and a diverse set of monthly and quarterly bills, the right personal bill pay service should conform to you. Here are real success stories from satisfied clients who count on Plumb to manage an array of household expenses, accurately and reliably.
A Single Family Office of a Billionaire family with over 40 entities relies on Plumb Bill Pay as a solution for their family accounting, entity bookkeeping and bill pay needs.
READ ABOUT THE SOLUTION + OutcomeWidow who is a retired professional with accumulated wealth and real estate investments. The client was seeking a reliable and professional firm to manage her complex financial affairs by handling the payment of general bills, overseeing household staff payroll and tracking of rental properties.
READ ABOUT THE SOLUTION + OutcomeAn established single family office was looking to outsource their bill pay as it became a more tedious and time-consuming task for the family office team. They wanted to increase operational efficiency and focus on investment services.
READ ABOUT THE SOLUTION + OutcomeAn ultra-high-net-worth (uhnw) business owner and investor with multiple companies, rental properties, existing holdings and a luxury yacht. This entrepreneur recently sold one of his businesses and needed help with his personal accounting, tracking of income, cash flow reporting and bill pay. As he started to invest in additional companies, he was also looking for an outsourced accounting resource to help with GAAP compliant financial statements for his new investments.
READ ABOUT THE SOLUTION + OutcomeHigh-net-worth family who own several successful companies, real estate investments and a collection of vacation homes.The piles of mail, bills and daily deadlines kept growing and the family needed a resource to handle the payment of bills and tracking of cash flow.
READ ABOUT THE SOLUTION + OutcomeRequest a consultation to learn how Plumb Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.
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