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Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.

Education and entertainment services, namely, production and distribution of articles, newsletters, blogs, video, webinars and podcast in the field of family management and relationships; providing in-person learning forums in the field of family management and relationships.

Online information services in the field of intrafamily relationships as they related to intergenerational wealth; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services.