Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, and bill paying; tax advisory services; Financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; business acquisition and merger consultation; administration, billing and reconciliation of accounts on behalf of others; tax consultation; records management services, namely, document indexing for others in the field of estate structuring; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports; accounting services

Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial planning and investment advisory services; financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; estate planning; financial administration of individual and family trusts and investment portfolios; financial consultation; financial portfolio management; bill payment services; cash management; philanthropic services, namely, providing grant administration for non-profit organizations, educational institutions, and other community organizations and consultation related thereto; financial trust administration relating to grant-making and tax compliance for private foundations; fiduciary and financial custodian representative services; strategic financial governance consulting and advisory services; estate planning and structuring services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families