Outsourced accounting and reporting for private wealth

Put insights into focus, faster, with a holistic view of your overall portfolio. Goodbye, data wrangling. Hello, value.

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We can help you manage the complexity that comes with wealth so you can focus on what matters

Quality bookkeeping

Trust that your books are precise with experienced professionals that can do the accounting for you.

Simplified data

Combine data from multiple sources into information you can use to make sound financial decisions and better manage risks.

Total net worth view

Gain clarity into your total net worth so you can stay on track to meet your short- and long-term goals.

Your private wealth game changer

Make better decisions with speed and confidence backed by leading technology and a 170-year-old name you can trust. Game changed.

Portfolio insights

Stay on top of your holdings, track performance and secure your transactions with easy access to cash flow analysis, document management and income allocations across ownership structures. You can also get net worth reporting, liquidity management and robotic processing automation for seamless custom reporting.

Bookkeeping

Simplify budgeting, forecasting and expense management with the help of PwC’s CPA-led team, who can also assist with dual entry accounting transactions, reconciliations and tax reporting. Track spending, manage financial statements and gain insights into spending analysis with ease.

You deserve a more effective way to view your total net worth

Find out how easy it is to let us help you.

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Insights and resources at your fingertips

The top five benefits of outsourcing accounting and reporting for family offices

Choosing the right technology stack and navigating its implementation can be a daunting task for family offices, but it can be simplified with the help of a managed service provider

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Three ways wealthtech can help tax planning and compliance

Discover how wealth management technology can enhance tax planning and compliance for high-net-worth individuals and family offices

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Conquer data challenges with confidence

Three strategies to enhance data and reporting for family offices and unlock the full potential of wealth management

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Human-led, industry-leading, award-winning

PwC wins “Outsourcing and Business Process Management” award

PwC is recognized by the WealthBriefing WealthTech Americas Awards and the Family Wealth Report Awards 2024 for our human-led, technology-driven approach to serving family offices and high net worth individuals.

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Learn more about how Wealth Compass helps manage the complexity that comes with wealth.

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