Providing financial services to private clients, non-profit organizations, public and private foundations and endowments, in-person and by way of a website to include: providing financial information, analyses, forecasting, tracking, consulting, advising, planning, and management; providing financial services, namely, private wealth management, comprehensive wealth plans, portfolio analysis, risk assessment and management; providing comprehensive financial guidance and family office services, namely, financial planning and advisory services, trust and estate consulting, investment consulting, and financial asset management; providing insurance, lending and liability strategies, customized portfolio design and asset allocation