Business advice and Information about a corporate executive whose wealth amounts to at least a million dollars, pounds, or the equivalent in other currency; Developing and managing the charitable giving programs of others; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

Credit risk management; Debt management consultation; Estate trust management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial management; Financial portfolio management; Financial risk management consultation; 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; Investment management of and distribution of variable annuities