private banking services; personalized financial planning services; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory services investment and wealth management consultation and advisory services; investment management in the fields of stocks, etfs, mutual funds, bonds, and retirement; financial services, namely, a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services; trust investment distribution and wealth distribution planning; representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits; business succession planning; executive succession planning