90779295
Jun 17, 2021
Business services, namely, providing consulting services and advice related to socially-conscious funds, charitable fundraising, and community outreach programs, provided exclusively in the field of and to family offices and high net worth individuals; all of the foregoing excluding investment services, financial services, fund investment, venture capital investment, financing services, investment brokerage services, investment fund management and administration, financial advisory services, venture capital investment services, fundraising services, investment of funds, shared services, namely, outsourced interim executive leadership and operational capabilities, strategic financial advisory services
Advertising and BusinessProviding financial information in the fields of socially-conscious investment funds, charitable fundraising, and community outreach programs involving providing free financial advice to the community, provided exclusively in the field of and to family offices and high net worth individuals
Insurance and FinancialProviding information regarding community outreach services in the nature of providing counseling services in the field of religion to the needy, the imprisoned and the sick provided exclusively in the field of and to family offices and high net worth individuals
Personal