PERSONAL OFFICE

Financial records management; Tax advisory services; Tax filing services; Tax preparation

Bill payment services; Cash management; Financial advice; Financial advisory and consultancy services; Financial asset management; Financial management; Financial planning; Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Financial trust operations; Financial trust planning; Insurance consultation

Personal concierge services for others comprising making requested personal arrangements and reservations, running errands and providing customer specific information to meet individual needs, all rendered in business establishments, office buildings, hotels, residential complexes and homes, legal/estate planning services