FAMILY FINANCIAL CONFIDANT

Business advice and Information about a corporate executive whose wealth amounts to at least a billion dollars, pounds, or the equivalent in other currency

Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial risk management; Advice relating to investments; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Investment advice