Financial services, namely, wealth management services for private and institutional clients; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Financial trust planning; Estate trust planning; Estate trust management; Financial planning services; Financial planning for retirement; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial risk management; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Real estate investment services; Management of private equity funds; Private equity consultant services; Private equity fund investment services; Wealth analysis services, namely, identifying investment objectives, providing financial due diligence, conducting financial research, and compiling and analyzing statistics, data and other sources of information for wealth management purposes; Providing information and advice in the field of finance, financial investments and financial valuation; Financial services, namely, investment fund transfer and transaction services; Financial portfolio management; financial portfolio analysis services; Financial consulting services in the field of planned giving on behalf of private and institutional clients