Who we serve
We work with people like you every day
Let us match our skills to your needs and move from complexity to outcomes.
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A customizable solution to meet your unique needs, no matter the complexity
High net worth individuals
Confidently oversee your wealth with total net worth reporting, efficient bookkeeping and seamless bill pay solutions. We work with your estate planners, lawyers, wealth advisors, bankers and other advisors to provide a trusted, independent point of view and unparalleled service.
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Single family offices
We seamlessly integrate into your family office team, leveraging technology to unlock the full potential of your investments and enable efficient portfolio management. With our expertise, we empower you to navigate complex financial matters, ensuring data organization, tax efficiency and a smooth transition of wealth.
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Multi-family offices and registered investment advisors
We work with multi-family offices and registered investment advisors to elevate client experiences, providing a dynamic visualization of legal estate structures and total net worth for every individual. With real-time accessibility, clients gain valuable insights and unparalleled transparency, setting the stage for exceptional financial journeys.
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Private partnerships
Our cutting-edge fund accounting tools equip finance and investment teams with a complete financial overview, encompassing both fund-level and partner-level details. From liquid assets to a diverse array of private assets like real estate and operating companies, our platform ensures accurate and dynamic reporting. Stay one step ahead with our powerful tools, enabling you to effectively manage and track the financials of all your asset classes.
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Private equity founders
Unveiling the complete financial picture, we provide unprecedented visibility into general partners' (GP) consolidated balance sheets and net worth statements. From personal liquid assets and GP interests to carry and an extensive range of personal and business assets, we leave no financial stone unturned.
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Quality and independence
Feel confident knowing you have an independent point of view to help manage the complexity that comes with wealth. With a long-standing presence in the industry, you can rely on us to provide continuity of services for you and your family, businesses and future generations.
Customized just for you
Our versatile solution can easily integrate with your existing systems and staffing model, providing flexible support where you need it the most. By seamlessly integrating with what you already have, we can provide a smooth and effective experience for your family office operations.
Access to specialists
Gain access to a dedicated team of professionals that focuses extensively on the ultra high net worth and family capital sector, bringing you the benefit of leading practices and innovative operating models. Our team is backed by a global network of PwC specialists that can help address your most complex needs.
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Learn more about how Wealth Compass helps manage the complexity that comes with wealth.
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