FAMILY OFFICE MINDSET

philanthropy consultation relating to taxation planning; tax advisory services

Financial services, namely, wealth management services; financial management services; financial information and advisory services; financial planning; financial consultation to businesses in the financial areas of business continuation, business succession, deferred compensation and retirement planning; providing information and advice in the fields of financial investments, financial valuations and financial aspects of retirement; estate planning; trust services, namely, investment and trust company services; financial risk management; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; fiduciary services, namely, fiduciary representative services; fiduciary tax payment processing services; investment advisory services; investment management; financial portfolio management; organizing preferred provider programs in the field of tax, legal, and business partners

legal services