Family CFO, family office, Bill Pay, personal accounting, bill pay services, Magic Circle Awards 2024, Family Bill Pay, Plumb Bill Pay, Family Office Services, bill payment app

Plumb Placements for 2024 Citywealth Magic Circle Awards

Jun 13, 2024 12:00:00 AM

Plumb Placements for 2024 Citywealth Magic Circle Awards

Posted on June 13, 2024 at 4:00 pm.

Written by Anneke Stender

Plumb is proud to announce that we’ve placed...

Anneke Stender

HNWI, Bill Pay, safe travel, Family Bill Pay, cybersecurity, traveling tips, high-net-worth

Navigating Security Concerns: Traveling Tips for HNWI & Families

Jun 6, 2024 12:00:00 AM

Navigating Security Concerns: Traveling Tips for High Net Worth Individuals and Families

Posted on June 6, 2024 at 4:00 pm.

Written by James Server

As warmer months...

James Server

HNW, Alternative Investments Reporting, HNWI, Reporting, Alternative Investments

Understanding HNW Reporting Around Alternative Investments

May 23, 2024 12:00:00 AM

Understanding High Net Worth Reporting Around Alternative Investments

Posted on May 23, 2024 at 4:00 pm.

Written by Anneke Stender

High Net Worth (HNW) individuals...

Anneke Stender

Bill Pay, personal accounting, bill pay services, Family Bill Pay

Digital Wallets and HNWI

May 9, 2024 12:00:00 AM

Digital Wallets and HNWI: Balancing Convenience with Security in Mobile Payments

Posted on May 9, 2024 at 10:30 am.

Written by Francisco Garcia

For high-net-worth...

Francisco Garcia

Family CFO, family office, Bill Pay, bill pay services, Reporting, bookkeeper, Family Bill Pay, high-net-worth, Family Office Services

Expense Tracking for Wealthy Individuals

Apr 30, 2024 12:00:00 AM

Expense Tracking for Wealthy Individuals: Tools and Strategies for Comprehensive Financial Oversight

Posted on April 30, 2024 at 5:00 am.

Written by Bambi Derby, HNWI...

Bambi Derby HNWI Bill Payment Expert

Bill Pay, bill pay services, personal bill pay, high-net-worth

Customized Expense Categories for HNWI

Apr 4, 2024 12:00:00 AM

Customized Expense Categories for HNWI: Tailoring Reports to Individual Financial Goals

Posted on April 4, 2024 at 8:00 am.

Written by Jocelyn Pereira, HNWI Bill...

Jocelyn Pereira HNWI Bill Payment Expert

Family CFO, back-office accounting, Bill Pay, bill pay services, Family Bill Pay, high-net-worth, Family Office Services, white-glove service, bill payment app

Time Is Money: The Power of Bill Payment Apps

Mar 21, 2024 12:00:00 AM

Time is Money: The Power of Bill Payment Apps

Posted on March 21, 2024 at 4:09 pm.

Written by Anneke Stender

Traditionally, bill payment involved manual processes,...

Anneke Stender

Sage Intacct, HNWI, Bill Pay, bill pay services, Reporting, Family Bill Pay, high-net-worth, Family Office Services

Plumb Bill Pay + Sage Intacct Use Cases for Real Estate Holdings

Feb 22, 2024 12:00:00 AM

Plumb Bill Pay + Sage Intacct Use Cases for Multiple Real Estate Holdings

Posted on February 22, 2024 at 8:00 am.

Written by Anneke Stender

Many of Plumb’s...

Anneke Stender

HNWI, family office, Bill Pay, bill pay services, Plumb Family CFO, Family Bill Pay, high-net-worth, Plumb Bill Pay, Family Office Services

The Shifting Landscape of HNWI Payments

Feb 15, 2024 12:00:00 AM

Cash is King (But Not Really): The Shifting Landscape of HNWI Payments

Posted on February 15, 2024 at 8:00 am.

Written by Anneke Stender

If it seems like there are...

Anneke Stender

HNW, HNWI, Family CFO, back-office accounting, family office, Bill Pay, personal accounting, bill pay services, Reporting, outsourced accounting, Plumb Family CFO, Family Bill Pay, high-net-worth, Plumb Bill Pay, Family Office Services, white-glove service

Why Pricing Transparency Matters to High-Net-Worth Client

Feb 8, 2024 12:00:00 AM

5 Reasons Why Pricing Transparency Matters to High-Net-Worth Clients

Posted on February 8, 2024 at 9:26 am.

Written by Anneke Stender

A common misconception about...

Anneke Stender

Plumb Family Office Accounting & Bill Pay Blog