For high net worth individuals
Get precise, timely insight into your total net worth
We can help you grow and preserve your wealth with outsourced accounting and reporting.
Discover and learn more
Your personal wealth game changer
Access your assets, anytime, anywhere.
High net worth individuals
Confidently oversee your wealth with total net worth reporting, effective bookkeeping and seamless bill pay solutions. We can work alongside your estate planners, lawyers, wealth advisors, bankers and other advisors to provide a trusted, independent point of view and unparalleled service.
Scale your capabilities
With the help of our dedicated team of professionals and leading technology, you can focus on making strategic decisions with more clarity.
Portfolio insights
Improve your financial potential with portfolio insights. Gain control over your diverse portfolio and precisely track performance with our streamlined cash flow analysis, meticulous document management, and detailed income allocations across various ownership structures. Experience the convenience of net worth reporting, effective liquidity management and effortless custom reporting.
Bookkeeping
Streamline your bookkeeping processes and conquer the challenges of budgeting, forecasting, and expense management with our CPA-led team. We can take care of the intricate dual entry accounting transactions, meticulous reconciliations, and detailed reporting, allowing you to focus on what matters most. Stay in control of your expenditures, effortlessly manage your financial statements, and gain valuable insights through our intuitive spending analysis solutions. Let us simplify your financial journey and provide you with peace of mind.
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.
Learn more
Get started
Learn more about how Wealth Compass helps manage the complexity that comes with wealth.
Contact us