POPULAR PRIVATE CLIENT

Banking and financial services, namely, wealth management and private banking services, investment management and financial consulting, administrative investment services in the nature of investment fund transfer and transaction services; Consulting services in the field of wealth management, estate planning, estate trust planning, and financial planning; Specialized estate and trust services, namely, estate planning, estate trust planning, estate trust management, financial estate settlement services, financial trust planning, financial trust administration, financial trust operations, and financial trust planning