Financial services, namely, wealth planning services, wealth management services, investment advisory services, fund investment services, retirement planning services; Insurance services, namely, consulting, underwriting, issuance, and administration of life insurance, annuity, long term care insurance, disability insurance, health insurance; Investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; Family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals and legal professionals, and financial philanthropic gift planning