Financial services, namely, investment and wealth management services; Financial advisory and consultancy services; Financial planning and investment advisory services; Trust and estate planning, information and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services in the field of philanthropy in the nature of financial planning, information, consultancy, implementation and management; Insurance consultancy; Financial advice relating to tax; Real estate consultancy; Real estate advisory services; Debt and lines of credit advisory services; Real estate acquisition services; Holding company services performed for third parties, namely, investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Management of private equity funds; Bill payment services

Personal concierge services for others comprising making requested personal arrangements and reservations, research and providing customer-specific information to meet individual needs; Personal concierge services for others related to navigating medical, health and wellness; Personal concierge services for others related to finding providers and service people to meet individual needs