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Tax assessment, tax consultation, tax preparation, and business risk management services; family business management consulting

Financial analysis and planning; financial asset management; debt management consultation; financial risk management, wealth management, wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; financial design, namely, design of financial plans; insurance brokerage in the fields of long-term care insurance, disability insurance, property and casualty insurance, and life insurance; estate planning, trust investment distribution and wealth distribution planning; consulting regarding philanthropic monetary and financial asset donations; and mortgage brokerage