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Outsourced family office services tailored to manage the accounting complexities of your wealth
Wealth Compass
Your private wealth managed service
Backed by leading technology and a 170-year-old firm you can trust, Wealth Compass provides holistic support in managing your net worth.
Our portfolio insights and bookkeeping services offer tailored views of tax insights, performance analytics and more – with end-to-end support from our dedicated team so you can get insights faster. Improve your operations with a tailored outsourced accounting and reporting solution that meets you where you are.
Explore Wealth Compass
Our versatile solution can easily integrate with the technology and platforms you have in place — supported by a team that can scale based on your existing staffing model. With the help of our dedicated team of professionals and leading technology, you can focus on making strategic decisions with more clarity.
Services provided vary by geographic territory.
Who we serve
A customisable solution to meet your unique needs, no matter the complexity.
Get precise, timely insight into your total net worth
Confidently oversee your wealth with total net worth reporting and effective bookkeeping. 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.
Your human-led, tech-powered family office
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.
Streamline your operations, elevate your financial insights
We work with a diverse set of clients to optimise their service model through efficient data management and reporting. With accurate data and timely insights, you and your team can focus on delivering exceptional service.
Offering services to:
- Multi-Family Offices (MFOs) and registered entities
- Embedded Family Offices (EFOs)
- Virtual Family Offices (VFOs)
- Private Equity Founders/Partners
- Trusts and Foundations
Non-exhaustive client segment list
Why PwC
- Quality and independence
- Customised just for you
- Access to specialists
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.
Customised 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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