Financial consultancy services concerning family governance; Financial asset management services, namely, organization and management of capital structure for family-owned businesses; Financial planning, namely, CFO and fractional CFO financial planning and analysis services for family-owned businesses; Preparing financial reports for others, namely, family-owned businesses; Financial reporting services in the nature of financial data analysis for family-owned businesses; Providing financial consultation services to family-owned businesses; Providing information regarding financial investment strategies for family-owned businesses
Insurance and Financial