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Financial records management; Tax and taxation planning, advice, information and consultancy services; business succession planning; Business acquisition and merger consultation; Developing and managing charitable giving programs on behalf of wealthy individuals or families; Administration, billing and reconciliation of accounts on behalf of others

Fiduciary services, namely, fiduciary representative services; Financial services, namely, wealth management services; Financial trust planning and administration; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services for high net worth individuals and families