BLUE SAND WEALTH

Family office services in the nature of tax planning; Business management consulting and advisory services; Business organization and management consulting; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Providing business advice and information in the field of succession planning, business exit strategies, and the integration of financial, legal, and philanthropic goals

Financial planning and investment advisory services; Financial wealth management services; Financial consultation in the field of tax planning, estate planning, retirement planning, insurance planning, and exit planning; Family office services in the nature of investment management; Family office services in the nature of financial wealth management services; Family office services in the nature of investment advisory services; Family office investment management services; Family office investment advisory services; Financial portfolio management; Investment of funds for others; Providing financial information and financial advice via a website; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial analysis and consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Educational services, namely, conducting workshops, seminars, classes, and online courses in the field of financial planning, wealth management, retirement planning, tax strategy, insurance planning, estate and legacy planning, exit planning, and family office management and distribution of educational materials in connection therewith; Educational services, namely, providing educational speakers in the field of financial literacy, investment strategy, and wealth preservation; Providing online non-downloadable videos in the field of inancial literacy, investment strategy, and wealth preservation; Arranging and conducting of educational conferences in the field of finance, philanthropy, and wealth transfer