Insurance services, namely, insurance risk management, insurance consultation, insurance brokerage services; financial affairs, namely, financial trust administration, financial advice and consultancy services, financial due diligence; monetary affairs, namely, monetary exchange, acquisition and transfer of monetary claims, accepting and administering monetary charitable contributions; real estate affairs, namely, appraisal and evaluation of real estate, real estate brokerage, real estate escrow services; investment fund management, financial administration of investment funds and trading in securities; financial services, namely, wealth management services; financial services for philanthropic purposes, namely, charitable fundraising, philanthropic services concerning monetary donations, financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; life-insurance advice and brokerage, namely, insurance consulting in the field of life insurance and life insurance brokerage; securities trading services
Insurance and Financial