HOMEBASE THE FAMILY OFFICE @ COZEN O'CONNOR

Financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; business acquisition and merger consultation; administration, billing and reconciliation of accounts on behalf of others; tax consultation; records management services, namely, document indexing for others in the field of estate structuring; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports; accounting services

Financial planning services; estate planning; financial services, namely, wealth management services; financial administration of individual and family trusts and investment portfolios; financial consultation; financial portfolio management; bill payment services; cash management; philanthropic services, namely, providing grant administration for non-profit organizations, educational institutions, and other community organizations and consultation related thereto; financial trust administration relating to grant-making and tax compliance for private foundations; fiduciary and financial custodian representative services; strategic financial governance consulting and advisory services; estate planning and structuring services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Computer security consultation and advisory services relating to electronic and computer security

Personal lifestyle consulting and personal concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs