Private Management Services, Inc.

Private Management Services, Inc. is designed for wealthy families and the multiple financial choices that they face daily. Our firm, becomes the “back office” for the family around all financial matters. We not only advise the family, but help implement the decisions. 

Process:

A thoughtful plan includes taxes, casualty insurance, banking, law, budgeting, bill paying, will, trusts, accounting, life insurance, charity, and many more areas. A direction has to be taken and implemented. We are here to help guide one through that process.

A plan for success is Considered:

What do you have? What do you earn? What do you owe? How do you want to live? How do you want to retire? What happens to the family if something happens to the "breadwinner?"

Our Management Services Include:

Preparation and filing of tax documents | Consultation and assistance around investment and tax planning | Payrolls | Estimated Payments | Assistance with mortgages & loans | Trust & estate planning around the review of insurance, wills, trusts, and other important documents | Creation and implementation of Family charities | Bill pay and cash flow analysis

And most importantly, Private Management Services, Inc. does not sell products.  We sit between the client and the many parties needed to execute their goals. We negotiate on your behalf for your benefit.
 

Single Spouse:

Just at a time when you are being challenged on all fronts you become single, as a result of death or divorce. The financial responsibilities that you face can be overbearing, but they do not have to be. In fact this is one area in which you can excel, take charge, and get on with your life, proudly. What could be a very distressing time is actually an opportunity to begin a new chapter.

Of course the financial issues may appear to be daunting, especially if you had little involvement with them in the past. However, there is a solution available to you that will make you both confident and secure. There are companies like ours that resolve financial issues for you. We become your assistant and get involved in all the areas you will need help: taxes, insurance, legal, banking, loans, mortgages, payroll, budgeting, bill paying, and several others. We do not sell product.

Not only will we give you the advice you need, but we will also implement, do and complete the work that is necessary for your situation. We can pay your bills, do your taxes, estimated payments, and payroll while reviewing your insurance coverage, wills, trusts, and banking documents. You will be part of the team and feel confident that you are in charge of your new life.

Now that you are The Single Spouse there is no reason you cannot take charge of your new responsibilities. We want to be part of your team. You just have to ask us.