Put insights into focus, faster, with a holistic view of your overall portfolio. Goodbye, data wrangling. Hello, value.
Outsourced accounting and reporting for private wealth
Help manage the complexity that comes with wealth—so you can focus on what matters
By outsourcing your accounting and reporting, you can gain peace of mind knowing that experienced professionals are handling your bookkeeping and financials with care and precision. Our solution helps simplify complex data by consolidating information from multiple sources and delivering clear, actionable insights—so you can make smarter decisions and manage risk. With a holistic view of your total net worth, you can stay aligned with your goals and confidently change the game.
What it does
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. 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.
How it helps
Ease the workload of administrative tasks
Outsource time-intensive tasks, access custom reports and dashboards, and leverage industry-leading practices and technology to help scale your operations and improve efficiency.
Gain foresight with better insight
Revolutionize investment management with clean, trustworthy data, instant access to net worth reporting and advanced analytics, so you can understand risk, return and performance across multiple dimensions.
Complement your existing tech stack and team
Our versatile solution can easily integrate with the technology and platforms you have in place—assisted by a team that can scale based on your existing staffing model.
Who we serve
Whether you're an individual with significant private wealth, a multi-family office, or a private partnership, our solution can be tailored to fit your needs. Let us match our skills to your requirements and move from complexity to outcomes.
- High net worth individuals
- Single family offices
- Multi-family offices and registered investment advisors
- Private equity founders
- Private partnerships
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.
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.
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 help simplify your financial journey and provide you with peace of mind.
The PwC difference
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 for you
Our versatile solution can easily integrate with your existing systems and staffing model, providing flexible assistance 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.
Specialist access
Gain access to a dedicated team of professionals that focuses thoroughly 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.
Recognized excellence
PwC is recognized by the WealthBriefing WealthTech Americas Awards and the Family Wealth Report Awards 2025 for our human-led, technology-driven approach to serving family offices and high net worth individuals.
Our insights. Your choices.
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