MY FAMILY, MY WEALTH

Financial services, namely, providing a Virtual Family Office repository for documents and papers, family members and their advisors, and account aggregation; due diligence services, portfolio implementation services, and consolidated reporting services; investment, wealth management and planning services that provides oversight and counseling for client and family, namely, integration of estate, tax, trust, wealth transfer, charitable giving and philanthropy, and insurance planning; retirement planning services; financial planning and investment management services

Family coaching and counseling in the fields of personal wealth, family values, and family dynamics