TAG

Administration and management services for high net worth individuals and families, namely, accounting, bill pay, bookkeeping, and budgeting; administration and supervision of banking and credit accounts and insurance matters; negotiation of personal and real property purchases, mortgages and leases for third parties

Family office services, namely, financial and investment management for high net worth individuals and families; financial planning, wealth management, trust and estate planning, tax planning, insurance risk management, advice and consultation regarding insurance needs and policies, financial services, namely, financial performance reporting, investment advice, investment management, investment consultation, and investment of funds for others, consultation on financial acquisitions and divestitures, all directed to high net worth individuals and families and related entities