Business administration, business operation and office functions for private foundations; business consulting services in the field of private foundation management; business consulting services in the field of business strategies for private foundations; financial reporting services in the nature of preparing financial reports for private foundations; business administration services, namely, business reporting in the nature of regulatory reporting services for private foundations; business consulting services in the field of grantmaking, namely, services to assist private foundations in making and overseeing grants to charitable organizations; grants management services for private foundations; business consulting services in the field of board management and governance for private foundations; business administration services, namely, grant distribution and grant distribution management services for private foundations

Trust services, namely, trust company services; financial services, namely, trust administration services and trust advisory services; Private and business banking services; wealth management services; banking; financial services, namely, wealth management services; information, advisory, consultancy and financial research services relating to banking and trust company services; professional fiduciary representative services; financial portfolio management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance and tax management needs