NUMA

Family financial office services, namely, providing advice and information concerning family related tax issues, namely, tax and taxation planning, advice, information, and consultancy services

Investment and financial services, namely, making authorized investment decisions for others in the nature of making authorized trades through brokers on the financial investment accounts and financial portfolios of others, namely, trading of financial instruments, securities, shares, options, and other investment and derivative products; financial advisory services, namely, providing financial and investment advisory and consultancy services; family financial office services, namely, providing advice and information concerning mortgage lending and interest, insurance products and services, estate planning, inheritance planning in the nature of estate trust planning, and family wealth management; risk management services in the nature of financial risk management, namely, providing financial risk and portfolio risk assessment and management services