CLEARPOINT FAMILY OFFICE

Tax planning; Tax advisory services; Family office services in the nature of tax planning; Family office services in the nature of accounting services

Capital investment consulting; Consulting in the field of finance; Investment consultancy; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advice relating to tax; Financial advice in the field of tax, assets, retirement, business, and legal; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Family office investment advisory services; Family office investment management services; Family office services in the nature of investment management; Family office services in the nature of investment advisory services; Family office services in the nature of financial wealth management services