For single family offices
Streamline your family office operations
We can help handle the accounting and reporting so you can focus on meeting the needs of the family you serve.
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Your human-led, tech-powered family office
Ease the burden of administrative tasks with experienced professionals and industry leading technology.
Single family offices
We can seamlessly integrate into your family office team, leveraging technology to unlock the overall potential of your investments and enabling effective portfolio management. With our experience, we can empower you to navigate complex financial matters, improving data organization, effective tax strategies and a smooth transition of wealth.
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
Elevate your portfolio management as a single- family office executive with our industry leading solution. Stay ahead of the game by effortlessly monitoring holdings, tracking performance and consolidating data. Enjoy seamless access to cash flow analysis, streamlined document management, and detailed income allocations across ownership structures. Experience the convenience of net worth reporting, effective liquidity management, and the efficiency of AI automation tools for customized reporting. Let us empower you with unparalleled insights and solutions to help improve your portfolio performance.
Bookkeeping
Streamline your bookkeeping with the support of our experienced CPA-led team. Simplify budgeting, forecasting, and expense management while we handle the intricacies of dual entry accounting transactions, reconciliations and financial reporting. Effortlessly track spending, effectively manage financial statements, and gain valuable insights through our intuitive spending analysis solutions. Let us alleviate your bookkeeping challenges and provide you with the peace of mind to focus on strategic decision-making.
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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