Downloadable electronic publications, namely, reports, papers, brochures, booklets, and reference materials in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, real estate investment planning, real estate investment management, philanthropy, tax, and tax planning

Printed publications, namely, reports, printed informational and educational materials, papers, brochures, booklets, and reference materials in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, real estate investment planning, real estate investment management, philanthropy, tax, and tax planning

Financial services, namely, investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial services, namely, trust and estate administration services and estate planning consultation; financial services, namely, risk management consultation; financial services, namely, capital fund investments, resource fund investments, business fund investments, operating business investments; financial investments, namely, community fund investments, community charity investments; financial services, namely, real estate investments, commercial real estate investments; financial services, namely, real estate brokerage; financial services, namely, chartered trust management; financial services, namely, flexible capital investments, joint-venture investments; financial services, namely, real estate building materials investments; real estate services, namely, real estate investment, light-industrial leasing, industrial leasing, retail leasing, commercial leasing, multi-family property leasing, real estate asset management; financial services, namely, tax planning; financial services, namely, environmental, social and governance (ESG) investment planning; financial services, namely, charitable investments; financial services, namely, financial management of holding companies