Business planning services; Business services, namely, advising on structuring and optimizing business strategies, employee compensation, business succession planning, advisory board formation, debt management, lending and financing, and risk management

Financial wealth management services; Financial planning services; Financial advisory services in the field of employee compensation, family wealth transfer, tax, asset preservation, charitable giving, lending and financing; Retirement planning services; Financial management and consulting services for nonprofits and endowments; Investment management and advisory services; Insurance advisory and planning services; Providing financial information, namely, analysis, opinions, and advice on financial empowerment, wealth management strategies, and the ever-evolving financial landscape

Personal concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs