Financial, fiduciary and investment management; financial services, namely, raising equity capital for others; financial consulting services, namely, expert analysis in finance; financial portfolio management; financial portfolio analysis services; financial consulting; management of investment funds and funds investment; facilitating and arranging for the financing of business enterprises; project financing; financial management services; fiduciary management services; investment management services; investment advisory services; financial investment services; financial planning services; estate planning services; estate trust management services; insurance planning services, namely, insurance consultation; financial services in the field of money lending; appraisal services, namely appraisal of investment portfolios; advisory services concerning philanthropic donations; providing early and mid-stage financing to emerging, small-cap and mid-cap companies; hedge fund investment services; management of private equity funds; investment of private equity funds