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Business succession planning and assessment; business consulting services in the fields of succession planning and assessment, tax planning and assessment, and business capitalization and business plan development and assessment; developing, assessment, and managing the charitable giving programs of others; tax preparation, planning, and assessment services; business consulting and advisory services for institutions

Financial services, namely, trust company services; professional fiduciary representative services; investment counseling, planning, and assessment services; insurance consultation, planning, and assessment services; financial analysis, planning, consultation, and management services; estate planning and assessment; financial planning and assessment for retirement and succession; investment management and consultation services; financial custody services, namely, planning and assessment of maintaining possession of financial assets for others for financial management purposes; financial portfolio management, planning, and assessment; financial services, namely, coordination, planning, and assessment within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; bill payment consultation, planning, and assessment services; financial concierge consultation, planning, and assessment services; consulting, planning, and assessment services in the field of monetary philanthropic and charitable giving; financial investment analysis, planning, and assessment; information, advisory, consultancy, planning, assessment, and research services relating to finance and investments; providing information, planning, assessment, and research in the field of finance and financial investments; investment banking consultation, planning, and assessment services; institutional investment advisory, planning, and assessment services; institutional consulting services, namely, investment advisory, planning, and assessment services, investment advice, planning, and assessment in the field of retirement; and employee financial planning and assessment advisory services