Business succession planning; business consulting services in the fields of succession planning, tax planning, business capitalization and business plan development; developing and managing the charitable giving programs of others; tax preparation services; business consulting and advisory services for institutions

Financial services, namely, trust company services; professional fiduciary representative services; investment counseling; insurance consultation services; financial analysis, planning, consultation, and management services; estate planning; financial planning for retirement; investment management and consultation services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial portfolio management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; bill payment services; consulting services in the field of monetary philanthropic and charitable giving; financial investment analysis; information, advisory, consultancy and research services relating to finance and investments; providing information and research in the field of finance and financial investments; investment banking services; institutional investment advisory services; institutional consulting services, namely, investment advisory services, investment advice in the field of retirement, and employee financial planning advisory services