FAMILY OFFICE EXCHANGE

Printed matter, namely, brochures, research studies, technical publications, namely, books, handouts, workbooks, data sheets, flyers, manuals, journals and guides, all in the field of wealth management

Business management consultation services in the field of wealth management; Business networking of peer to peer learning groups of high net worth individuals

Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Education services, namely, arranging and conducting meetings, seminars, workshops, exhibitions and conferences in the field of wealth management