CENTER FOR FAMILY WEALTH DYNAMICS AND GOVERNANCE

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment advice; wealth management services; estate planning; providing on-line information in the field of finances, investments and wealth management; financial consulting services in the field of planned giving for small businesses; providing on-line information in the field of charitable monetary giving through financial and estate planning; financial planning services, namely, developing and managing charitable giving programs on behalf of individuals or families