98512960
Apr 22, 2024
Financial services, namely, private banking, fiduciary services, namely, fiduciary representative services, investment management, financial planning, specialty financial asset management, and insurance brokerage; Financial advisory and consultancy services, namely, insurance, estate planning and transfer of wealth for high net worth individuals focusing on private placements in real estate, private equity and hedge funds; Financial advisory and consultancy services, namely, providing portfolio solutions to other financial firms
Insurance and Financial