ARGOS

Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Family office services, namely, business succession planning; Special event planning for business purposes; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consulting services; Philanthropy consultation relating to taxation planning

Fiduciary services, namely, fiduciary representative services; Financial planning services tailored to client-specific needs; Family office services, namely, estate planning; Estate planning; Estate planning, namely, wealth transfer planning; Estate trust management; Estate trust planning; Financial administration of individual and family trusts and investment portfolios; Financial trust administration; Financial trust planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families