THE FAMILY OFFICE AT GREENLEAF TRUST

Tax consultation; business, insurance, real estate, aircraft, technology, security, and estate planning and estate structure records management services; business, insurance, real estate, aircraft, technology, security, and estate planning and estate structure document management services; business management services and business administration services; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports

Financial planning; estate planning; financial risk management; financial services, namely, investment consultation, and investment management; bill payment services; cash management; philanthropic services, namely, providing grant administration for non-profit organizations, educational institutions, and other community organizations and consultation related thereto; financial trust administration relating to grant-making and tax compliance for private foundations; fiduciary and financial custodian representative services; and strategic financial governance consulting and advisory services

Computer consultation and advisory services relating to electronic and computer security

Personal lifestyle consulting and personal concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs