DISCIPLINE ADVISORS

Financial asset management; Financial consultation in the field of PRIVATE EQUITY, REAL ESTATE, TAX DEFERRED EXCHANGES, DELAWARE STATUTORY TRUSTS (DSTS), ESTATE PLANNING AND CONSULTING, AND LIFE INSURANCE; Financial portfolio management; Financial retirement plan consulting services; Financial advisory and consultancy services, namely, PROVIDING ADVICE AND RECOMMENDATIONS FOR TAX PLANNING AND ESTATE PURPOSES; Investment consultation in the fields of PRIVATE EQUITY, REAL ESTATE, TAX DEFERRED EXCHANGES, DELAWARE STATUTORY TRUSTS (DSTS), ESTATE PLANNING AND CONSULTING, AND LIFE INSURANCE; Real estate investment services; Real estate consultancy; Financial advisory and consultancy services; Financial advisory services; Financial information and advisory services; Financial planning and investment advisory services; Investment advisory services