WEALTH | INVESTMENTS | PLANNING

Business management consulting and advisory services, namely, providing foundation advisory services; Tax advisory services; Tax consultation; Tax and taxation planning, advice, information and consultancy services; Trust administration services, namely, business administration of estates

Investment advisory services; Investment banking services; Investment management; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial planning services; Trust and Estate services, namely, investment and trust company services; Banking services; Private banking services; Financial retirement plan consulting services; Financial planning for retirement; Estate planning; Cash management services, namely, optimizing investment return on assets by leveraging cash flow, liquidity and lines of credit; Financial advisory and consultancy services, namely, providing investment and financial planning, advice, and strategy services for college education savings; Financial consulting; Financial risk management consultation; Financial trust administration services, namely, estate administration; Financial asset management