WORTH KNOWING

Advice relating to investments; estate planning; estate trust management; fiduciary services, namely, fiduciary representative services; financial planning and investment advisory services; financial planning services, namely, establishing and advising on charitable giving programs on behalf of wealthy individuals or families; financial portfolio analysis services; financial portfolio management; financial services, namely, estate settlement services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investments; investment advice; investment management; investment services, namely, asset acquisition, consultation, development and management services; providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; trust management accounts; trust services, namely, investment and trust company services; trustee services