Services for High Net Worth Families

PPS Services for High Net Worth Individuals

PPS, Inc. serves as a trusted, professional financial manager. We assist with an array of financial and administrative services.

In addition to services described for Senior Citizens:

  • Review home owners and excess liability insurance policies for current status
  • Review auto insurance for current status
  • Arrange for services such as Wi-Fi, security systems
  • Arrange for inventories of jewelry, rare books and art work
  • Maintain a financial data for multiple properties
  • Arrange for and manage an outside payroll service for household staff

Within the Quicken data base, we provide detail and summary information on donations for Form 1040 and gifts to individuals for the Gift Tax return.