Many of Plumb’s high-net-worth clients manage diverse portfolios with multiple real estate investments, and we are experts at assisting them with their bill pay and accounting needs. Our team ensures accurate, timely financial management and reporting, allowing clients to focus on growing their investments with confidence.

How do we do this?

• Property Management:  We understand how pivotal it is to record and track complex financial transactions related to property management.
• Financial Consolidation and Reporting: We provide crucial consolidated, accurate, and timely reporting needed for clear visibility into each property and overall portfolio.
• Budgeting and Forecasting: We create budgets and forecasts that allow our clients to make more strategic decisions.

We have decades of experience helping high-net-worth-individuals manage the accounting of their real estate holdings. We’d love to help answer any questions you may have. Feel free to schedule time to speak with Anneke Stender, our EVP, at your convenience.