Private Wealth & Family Office
A PWA does not provide financial advice.
The role of a PWA is to be an accountant to individuals private wealth.
As well as measuring and providing financial information, PWA’s work with their clients advisers (e.g. financial advisers, lawyers, accountants, banks, creditors, insurance companies, etc) to ensure clients receive the best Financial Advice based on their personal circumstances.
Overall the client receives a more enhanced independent service at no additional cost to what they would have paid for the advice from their adviser.
Bookkeeping and Accounting Services
Companies in the bookkeeping and accounting industry specialize in managing financial transactions for businesses. This includes tasks such as recording transactions, preparing statements, filing taxes, and more. They also provide assistance with budgeting and forecasting for future growth.
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