Accounting services; tax consulting and advisory services; merger acquisition and divestiture consulting and advisory services; business management and business consulting and advisory services; market research services; human resource consulting services; business risk management services; tax and taxation planning, advice, information and consulting services; family office services, namely, assisting families and individuals with management of their business affairs, namely, family governance services in the nature of business management and succession planning of family-owned businesses, asset acquisition and management, namely, evaluating and structuring major acquisitions of real estate and personal property, bookkeeping, domestic payroll processing; charitable services, namely, developing and managing charitable giving programs on behalf of individuals

Financial services, namely, providing insurance planning and review of current policies; financial planning, namely, creating personalized strategies for fund distribution planning, investment planning, estate planning, and tax planning; Investment banking consulting and advisory services; financial consulting and advisory services; consulting services in the field of employee benefit plans concerning insurance and finance; and financial risk management services; financial management and research; capital investment consultation; Insurance services, namely, Consultancy services relating to insurance; Financing services; Monetary affairs, namely, monetary strategy consultation and research; Financial consultancy; financial advising on securities and digital securities; investment advisory services; investment and financial management services; capital investment; fund investment; financial research and financial consultancy services; research, consultancy, information and advisory services relating to all the aforementioned