98579186
May 31, 2024
Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, helping others build a better working relationship with their money; Providing information in the field of wealth management
Insurance and FinancialPersonal coaching services in the field of mental health, physical health and wellness, health advocacy and healthcare coordination
Education and EntertainmentCounseling in the field of developing, strengthening and sustaining well-balanced families and family relationships; Providing case management services, namely, coordinating legal, physical, social and psychological services for high net worth families; Providing non-medical in-home personal care services for assisting with daily living activities of high net worth families
Personal