COVENANT

tax return preparation; tax planning, advice, information and consultancy services; business consultation in the field of family governance of businesses

Wealth management, charitable gift planning, financial planning for retirement, investment management in the field of retirement, financial asset management excluding hedge funds, and financial consultation pertaining to the family governance of businesses; philanthropy services, namely, philanthropy consultation relating to charitable fundraising; financial risk management consultation; financial advisory and consulting services, namely, creating personalized strategies for achieving financial independence