Estate planning; Financial planning and investment advisory services; Financial planning, namely, comprehensive wealth management services, investment management, wealth management planning, legacy planning, tax planning, income tax planning, estate planning, wealth planning, charitable planning, charitable tax planning, life management planning, life insurance planning, business succession planning, retirement planning, marital and related relations planning, cross-border and global financial planning, asset protection planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Strategic financial advisory services