Tax and taxation planning, advice, information and consultancy services and outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services

Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administration and management of investment funds, hedge funds, and commodity pools, trading of securities for others; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate planning; and estate trust planning and family office services, namely, financial planning and investment advisory services tailored to wealthy families