Preparation of reports relating to finance, investments, charitable giving, trusts, estates, and taxes; business advice and information for high net worth individuals and families; tax and taxation planning and advisory services for high net worth individuals and families, namely, state and local tax planning, closely held business tax planning, tax strategy, and tax planning for trusts and estates; business succession planning for high net worth individuals and families; tax assessment for high net worth individuals and families

Investment services for high net worth individuals and families, namely, advice relating to investments, credit and debit control, grants, financing of loans, asset acquisition, consultation, development and management services; investment services for high net worth individuals and families, namely, analysis of investment portfolios; capital investment services for high net worth individuals and families; financial services for high net worth individuals and families, namely, wealth management, asset and investment acquisition, consultation, advice, consultancy and research relating to investments, trusts, investment risks, estate planning, and tax planning, and coordination of investment portfolio maintenance, trading, rebalancing, and tax management needs; provision of information and research in the field of finance, financial investments, trusts, estate planning, charitable giving, tax planning, succession planning, and risk management for high net worth individuals and families; trust services for high net worth individuals and families, namely, investment and trust company services, including trust development, implementation, administration, review, monitoring, and revision; financial risk management for high net worth individuals and families; financial portfolio management for high net worth individuals and families; management of portfolios including securities for high net worth individuals and families; financial investment analysis and stock research for high net worth individuals and families; estate services for high net worth individuals and families, namely, estate planning, review and monitoring of estate plans, administration of estate plans, and development and communication of wealth transfer objectives; trust management for high net worth individuals and families, and trust planning; financial consulting services in the field of planned giving to non-profit and charitable organizations on behalf of high net worth individuals and families; financial planning services for high net worth individuals and families, namely, developing and managing charitable giving programs, creation of philanthropic missions, formal giving plans, recipient selection processes, identification and implementation of charitable structures, evaluation of gift effectiveness, philanthropic networking; financial planning services for high net worth individuals and families, namely, succession planning, family governance systems, financial education systems, wealth monitoring, trust and beneficiary monitoring