Wealth Compass
Outsourced family office services that help decode complexity and uncover insights faster
Wealth Compass is a family office accounting and data aggregation solution that brings speed, quality and independent reporting together to help you manage, reconcile and understand your family’s wealth. We serve ultra high net worth individuals, single and multi-family offices, RIAs and pooled partnerships.
Your personal wealth game changer
What is our family office solution?
Wealth Compass provides family office accounting, alternative data aggregation and ultra high net worth reporting for private wealth. We bring together PwC’s experience with the right technology to help manage the complexity that comes with wealth and ease the burden on family offices.
By providing a holistic view of liquid and private investments, family office leaders can improve financial decision-making, risk management and controls to better protect and grow wealth. Our dedicated team continuously monitors and reconciles data to help you uncover insights faster and identify potential risks before they become issues.
What are the benefits of outsourced family office services?
Total net worth view
Connect diverse asset holdings and legal structures into a single, secure, meaningful view of your entire portfolio, accessible anytime, anywhere.
Efficiency
Increase efficiency and improve data quality and timeliness of reporting with leading technology and automation tools.
Analysis
Uncover valuable insights and identify risks before they become issues with advanced data visualization, analysis and bookkeeping.
Scale
Scale your capabilities, enable your team to focus on strategic initiatives, and address the growing needs and complexity of your family office with a human-led, tech-powered service.
Top five reasons family office leaders use Wealth Compass
- Expand your team with experienced professionals
- Access the full picture of your total balance sheet
- Visualize your aggregate estate structure
- Simplify document management
- Get the full benefits from your technology investment
Expand your team with experienced professionals
Focus on more strategic initiatives by outsourcing data aggregation, transaction processing and reporting for your family office accounting and reporting needs. Even if you don’t have a formal family office structure, our dedicated team can provide custom reporting and analysis to help you uncover insights faster and make informed decisions.
Access the full picture of your total balance sheet
Finally see a single, secure, meaningful view of liquid assets, "off-exchange" private investments and liabilities anytime and anywhere you need to. You will have access to critical information like cash reporting for operating companies, distributions to family members and capital calls — all at your fingertips. Manage the complexity that comes with private wealth so you can stay ahead of the curve and connect to growth.
Visualize your aggregate estate structure
Uncover insights faster with the ability to view the family estate structure by generation, individual, entity and asset holding levels in a highly visual interface. Double click into portfolios to access risk and return metrics on underlying assets, including traditional and alternative investments, so you can respond to market events and manage your net worth.
Simplify document management
Digitize your family office documents to make it easier to find and share important documents among family members, the family office team and advisors. With features like expiration date alerts, auto-tagging and task notifications, your family office can save time and operate more efficiently.
Get the full benefits from your technology investment
Realize the full capabilities of your technology investment by outsourcing to PwC’s Wealth Compass team. Our passionate community of solvers provides seamless onboarding, improved data quality, automation and custom reporting you can trust.
Award-winning family office outsourcing
PwC receives “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. Wealth Compass is the outsourced family office service that brings the best of experience and tech together to make your life easier and your portfolio work harder.
