78562699
Feb 8, 2005
Aug 15, 2006
Wealth advisory services to wealthy families, namely financial planning and financial management services; investment advice, and wealth preservation services, namely, financial planning services in the field of wealth preservation; estate planning; charitable giving, namely financial planning services in the field of charitable giving; financial management; financial portfolio management; financial analysis and consultation; organization and management of advisors and resources for wealthy families, namely financial planning and management services provided to advisors overseeing the financial assets of wealthy families
Insurance and Financial