Case Studies

Plumb Implements Sage Intacct for HNWI Family in the Retail Sector

Case Studies

RIA for HNWI and UHNWI Clients

Case Studies

Helping a Divorcee Manage Her New Reality

Recently divorced couple reached out to Plumb for help managing their personal finances.

Case Studies

Providing Financial Peace of Mind to a Widow and Her Family

The family of a recently widowed women needed assistance with her finances.

Case Studies

Plumb Family Office Accounting Helps Non-Profit Improve Processes & Systems

Nonprofit organization with high staff turn-over and a lapse in overall accounting retention.

Case Studies

Personal Income Tax Organizer: Preparing your Financials for Filing Tax Returns

Overview of the recordkeeping and accounting services that go into putting together a personal income tax organizer that streamlines year-end tracking and creates financial organization in order to file tax returns.

Case Studies

Professional Athlete Needs Help Organizing Finances

Case Studies

HNW Real Estate Investor Seeks out Plumb for Assistance

This HNW real estate investor has a large portfolio of multi-family rental and mixed-use properties, along with an S Corp, and complex personal accounting needs.

Case Studies

Retired Couple Engages Plumb to Create Big Picture Financial Reports

A wealthy retired couple in their late 60’s was looking to transfer wealth to their family and needed expertise.

Case Studies

Entrepreneurial Family Hires Plumb to Streamline Planning & Reporting

An Entrepreneurial family was in the beginning stages of selling their multi-million dollar business.

Case Studies

Plumb Provides Successful CEO with Accurate Financial Reports

Case Studies

Case Study: Ultra-High-Net-Worth Investor & Business Owner

An entrepreneur who recently sold one of his businesses needed help with his personal accounting, tracking of income, cash flow reporting and bill pay.

Case Studies

Case Study: Busy, Affluent Family

Due to the high demands of work, family and other responsibilities, this busy family reached out to Plumb because they lacked the time and expertise to effectively manage their finances. 

Case Studies

Successful Business Owner

This UHNW business owner sold a very successful ecommerce business. He came to Plumb for financial stewardship of his day-to-day financial life.

Case Studies

Plumb Enhances Trust Companies Ability to Serve Clients

A Trust Company estimates that the addition of Plumb Bill Pay has saved their team about 3 hours in payment processing per day.

Case Studies

Outsourced Family Office Accounting and Bill Pay Services

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.

Case Studies

Bringing Greater Organization to a Retiree’s Financial Affairs

Widow 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.

Case Studies

Plumb’s Bill Pay Resource is an Extension to a Family Office Team

An 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.

Case Studies

UHNW Business Owner

An 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.

Case Studies

More Quality Family Time Through Outsourcing Bill Pay to Plumb

Ultra-high-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.