OCGO

Business consulting services; Business management consulting for the registered investment advisor industry; Business management consulting in the field of team development; Business consulting services in the field of business growth; Business consulting services for wealth management advisor industry; Business consultation in the field of business process improvement; Business consulting services in the field of business development; Business consulting services in the field of capital solutions, mergers and acquisitions advisory, succession planning; Business consulting services for the technology, office technology, financial services technology, and data management industry; Business consulting services for the cybersecurity and help desk services industry; Business consulting services for the website design and hosting industry; Business consulting services for the asset management, asset allocation, investment platforms, investment research, trading systems, and performance reporting industries; Business consulting services for the family office, multi-family office, trust institutions, banks, broker-dealers, insurance companies, independent marketing organizations, field marketing organizations, asset management firms, private equity firms, and registered independent advisors industries; Business development consulting services; Business strategic planning services; Business strategy development services; Business organization and management consulting; Business organization consulting; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis; Employment agency services, namely, temporary and permanent placement of wealth management professionals; General business networking referral services, namely, promoting the services of others by passing business leads and referrals; Providing business consulting services information by means of a private Internet website portal

Business training in the field of leadership development and executive coaching