Business assistance, advisory and consulting services in the field of family office services related to family planning; Business consulting, management, and planning services in the field of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform

Providing information in the field of financial planning for modeling services and coordination with financial planning providers in the nature of strategic financial advisory services

Software as a service (SAAS) services featuring software for family office services, namely, software for financial modeling and coordination of services with financial planning providers in the field of strategic financial advisory services