THE WEALTH & WELL-BEING INSTITUTE AT GIBRALTAR PRIVATE

Business management services for individuals and families, namely, taxes and business succession planning; business administration services, namely, financial records management, record keeping and document indexing

Financial services for individuals and families, namely, consultation, research, analysis, strategic planning, budgeting, and money and asset management in the field of personal, household and family finance, namely, management of income, debt, credit and loans, savings and investments, insurance, retirement, wealth transfers between family members, guardianship accounts and trusts, estate planning, selection of donees to receive philanthropic monetary donations and administration of philanthropic monetary gifts; Banking and financial services, namely, savings and checking account services, certificates of deposit, money market accounts, guardianship accounts, and credit card accounts, consumer lending services and commercial lending services, mortgage brokerage and banking services, financial planning services, financial investment services, namely, consultation, analysis, planning, and management for consumers and businesses in the fields of commodities, securities, annuities, mutual funds, bonds, real estate, retirement accounts, pension and profit sharing plans, trusts, foundations and endowments, charitable gifts, escrow accounts, bill payment services, electronic transfer of funds on behalf of others, mortgage and accounts receivable collections, stock brokerage services, insurance brokerage services, and providing information in the field of financial planning, investment and finance in the form of print publications, videos, CDs and DVDs, online publications, and via computer networks and global communications networks

Education services, namely, providing seminars and workshops in the field of finance for consumers and businesses