Business management consulting in the field of wealth management; business management consulting in the field of single family offices; business management consultancy and advisory services; vendor management services for single family offices; business and advisory services for single family offices, namely, managing the transition from temporary to permanent executive employment, representation of private board members or internal committee persons in connection with business operations, negotiations and coordination with other internal and external professionals; financial statement oversight and analysis for businesses; business consulting services, namely, providing assistance in development of business strategies; representation of private company board membership or internal committee membership in connection with business holdings

Financial and investment support services within single family office management operations, namely, providing financial management consulting, financial project management and financial advisory recommendations to single family offices regarding asset and investment acquisition, consultation, development and disposition; financial asset management; financial due diligence; capital investment consulting