Accounting services; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Providing business advice and information in the field of family governance of business and other family assets, family office services, succession planning, household management, estate planning, special event planning for business purposes, personnel management, and business concierge services, namely, personal arrangements and reservations to meet client-specific needs; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consulting services; Administration, billing and reconciliation of accounts on behalf of others; Assistance, advisory services and consultancy with regard to business analysis; Assistance, advisory services and consultancy with regard to business organization; Assistance, advisory services and consultancy with regard to business planning; Business administration services; Consulting services, namely, expert analysis and management consulting in economics and accounting; Expert evaluations and reports relating to business matters; Financial records management; Financial statement preparation and analysis for businesses; Payroll administration and management services; Personnel management; Philanthropy consultation relating to taxation planning; Tracking and monitoring insurance compliance for business purposes

Cash management; Fiduciary services, namely, fiduciary representative services; Financial planning, namely, financial concierge services tailored to client-specific needs; Financial advice; Financial advisory and consultancy services, namely, family office services, wealth management, succession planning, family wealth education, stewardship of family wealth, wealth transfer planning, estate planning and administration, and trust planning and administration; Financial analysis; Financial planning; Financial portfolio management; Investment management; Lending consultant services; Estate trust management; Estate trust planning; Financial administration of individual and family trusts and investment portfolios; Financial asset management; Financial consulting; Financial trust administration; Financial trust planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial risk management; Financial services, namely, wealth management services; Providing financial information