FOA

[ Printed informational materials, namely, brochures, newsletters, reports and articles, in the fields of wealth management, estate planning, investing, tax planning and philanthropy ]

Affinity group services, namely, promoting the interests of single family offices; business management consultation services in the field of wealth management; business networking of peer to peer learning groups of high net worth individuals

Educational services, namely, arranging and conducting meetings, seminars, workshops, courses and conferences in the fields of wealth management, estate planning, investing, tax planning and philanthropy and distribution of printed materials in connection with the foregoing; providing a website featuring publications in the nature of brochures, newsletters, reports and articles in the fields of wealth management, estate planning, investing, tax planning and philanthropy