business consulting services, namely, professional business consultation services in the fields of business leadership, business organization, business development, business management, and economic development; business strategic planning services; stakeholder engagement services, namely, business strategy development services and business strategic planning services for stakeholder targeting, stakeholder base analysis, stakeholder outreach, and stakeholder communication and follow-up; shareholder engagement services, namely, investor targeting, shareholder base analysis, investor outreach, and investor communication and follow-up; association management and administration services, namely organizing and providing information to members of professional or business associations; business consultancy and advisory services for professional associations, namely, consultation in the fields of board development and strategic planning, marketing and communications, and membership services; political action committee (PAC) management and advisory services, namely, providing consultancy services regarding PAC set-up, organization, oversight, and strategy; consultancy regarding public relations communication strategies; corporate image consulting services; strategic communications and consulting services in the nature of business crisis communications, namely, message and materials development, crisis planning, reactive communications, media coordination, shareholder outreach, and follow-up; business consulting relating to employee and internal business communications, namely, message and materials development, employee outreach, and follow-up

trust management services, namely, estate planning, estate succession planning, and estate trust management services; financial asset management services, namely, consolidation and analysis of family assets and estate succession planning

legal services; legal document preparation services in the fields of trust management and asset management