Your Financial and Personal Concierge

Plumb Family CFO acts as a “modern family office” and will assist with a myriad of tasks associated with managing your personal financial life. Our services can be customized to meet the needs of any situation, with a wide range of special projects, including financial reporting to bill pay and outsourced executive assistance to your personal concierge needs.

Personal Accounting Services:

  • Bill Payment & expense tracking
  • Bank & Credit Card Reconciliation
  • Investment Accounting Reconciliation
  • Monthly Financial Statements
  • Entity Bookkeeping
  • Cash Flow Management
  • Personal Financial Reporting & Analysis
  • Payroll Services for household employees
  • Budgeting
  • Foundation Accounting
  • Trust Accounting
  • Insurance Coordination & Oversight
  • Annual Tax Organizer

Outsourced Personal/Executive Assistant Services:

  • Personal Concierge
  • Calendar Management
  • Appointment Setting
  • Travel Arrangements
  • General Errands
  • Mail Services
  • Vendor Management
  • Property Management
  • Household Staff Management
  • Project Management
  • Relocation Assistance
  • Deliver/Repair Waiting

Adding simplicity and clarity to your financial lives.