Investment and financial services, namely, financial portfolio management and analysis, asset allocation, asset management, private asset management, financial risk planning, legacy planning in the nature of retirement income and cash flow planning, financial planning in the field of charitable giving, financial planning in the field of educational expenses; consulting in the fields of finance, real estate investments, capital investments, financial planning, wealth management, financial retirement planning, insurance, securities, agricultural-based securities holdings, and financial valuation; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families