FAMILY BUILDING

Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial management; Financial planning; Financial planning consultation; Financial trust operations

Arranging and conducting educational conferences; Developing educational manuals for others in the field of family wealth and family development; Development and dissemination of educational materials of others in the field of family development and wealth transfer; Education services, namely, mentoring in the field of family development, wealth transfer, estate planning and legacy building; Education services, namely, providing tutorial sessions in the field of family development, financial planning, wealth transfer, legacy building; Educational services, namely, conducting programs in the field of family values, culture, education, financial planning, estate planning, legacy building, publication; Providing continuing legal education courses