Thumbnail June 29, 2021
Keys to a Successful Onboarding of a High-Net-Worth Client

The “White-Glove” Experience of a High-Net-Worth Client Starts at Onboarding for Plumb Family CFO The onboarding of a high-net-worth client sets the tone of the entire relationship according to Plumb Family CFO, which provides family bill pay, consolidated personal reporting and cash flow management services exclusively to the high-net-worth.  As you can image, there is […]

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Thumbnail March 21, 2021
Family Bill Pay Services: Organize Your Financial Life

Family Bill Pay Services | Personal Bill Pay by Plumb Family CFO Family bill pay services is a featured offering of Plumb Family CFO.  Depending on need and the complexity of your financial affairs, family or personal bill pay can be a stand alone service or used in conjunction with financial reporting, budgeting or expense […]

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Thumbnail March 3, 2021
Five Signs That You Need a Back-Office Family CFO

What is a Back-Office Family CFO? At Plumb Family CFO, our idea of a “Back-Office Family CFO” is a team of outsourced accountants who handle the financial reporting, bill pay, and cash flow management of a high-net-worth family, rather than having one single Family CFO who takes care of all the tasks associated with a […]

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Thumbnail December 1, 2017
Prioritizing Family Life & Business this Holiday Season: An Interview with Anneke Stender

Top Ways to Handle Family Life and Business during the Holidays Written by: Kristin Hamann The most beautiful time of year is upon us – however, several responsibilities can cause stress and anxiety in family life and business.  It can be hard to find the right balance between organizing family life events and getting year-end […]

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Thumbnail October 12, 2017
Plumb Family CFO Asks: Who’s Managing your Wealth?

A top priority for affluent families is managing wealth. To make things clear, Plumb Family CFO does not provide services that manage wealth or advise on investment strategies. Plumb Family CFO works with their client’s personal financial team to provide an accurate view of wealth through consolidated reports and financial statements.  Consistent communication with the […]

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Thumbnail July 6, 2017
Family Office Services | FAQ | Plumb Family CFO

Family Office Services from Plumb Family CFO Frequently Asked Questions… The family office services of Plumb Family CFO were developed to help clients navigate through their complex financial life.  By providing personal financial management with consolidated reports and timely bill pay, it gives a clear picture of our client’s wealth and the analysis needed to […]

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