CFT CHERNG FAMILY TRUST

Administration, billing and reconciliation of accounts on behalf of others; Business acquisition and merger consultation; Business succession planning; Financial records management; Tax and taxation planning, advice, information and consultancy services

Fiduciary services, namely, fiduciary representative services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Real estate acquisition services; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of real estate law, mergers and acquisitions, corporate finance, and estate and trust