WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS

Financial services, namely, financial planning, research and advisory services; estate planning, trust and estate management, administration and settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, trust and estate planning, investment consultation, advisory and management, tax planning and advisory services, and financial philanthropic gift planning