TAG, Southern California’s premier outsourced accounting consultancy firm, recently opened a Family CFO office in Rancho Santa Fe and celebrated with an open house event. Thank you to all our friends and clients that could join us in this celebration. Plumb Family CFO was honored to have the Rancho Santa Fe Foundation as a co-sponsor, as they continue to be a recognized leader in the community and support our client’s philanthropic needs.
“The new office solidifies our goal of having a physical presence in, and being and active member of, our clients’ communities,” said Anneke Stender, Vice President of Plumb. “Elaine Leach will be heading up the office and we look forward to her not only contributing to our clients’ success, but also contributing to the Rancho Santa Fe community,” she said.
Plumb’s Family CFO practice excels in high net worth accounting and financial consulting by applying a controller-level’s financial insight to managing personal finances. Plumb Family CFO works in partnership with the wealth manager, CPA and attorney to ensure the highest quality data and financial reporting for their client’s planning needs.
View our slideshow for event pictures.