Tax and taxation planning, advice, information and consultancy services

Investment management and investment advisory services; financial planning; financial management; estate planning; financial services, namely, wealth management services; financial planning for retirement; financial services, namely, estate settlement services; family office services, namely, handling financial affairs for wealthy families in the nature of wealth management services; trustee services; charitable foundation services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families and providing assistance in making foundation grants to charitable organizations; insurance consultancy services, namely, providing advice in the field of life, property and casualty insurance