Business consulting services, namely, advising clients regarding business transition, succession, sale, management and insurance; and planning services for business transition, succession and sale

Investment management services, namely, investment advice, investment management, investment strategy, wealth management, investment consultation and investment reporting; banking services, namely, providing business and personal savings and checking accounts; business and personal lending; electronic processing and transmission of bill payment data and bill payment; online access to bank accounts; and electronic processing of checks for deposit and lockbox services; consulting services, namely, advising clients regarding financial planning, retirement planning, estate planning, insurance, philanthropy and foundations; wealth planning services, namely, planning in connection with wealth management, wealth transfer, finances, retirement and estate planning; and trust and fiduciary services