Administration, billing and reconciliation of accounts on behalf of family offices; Business management, administration and consultation services for family offices, namely, managing and administering office functions, namely, financial records management, management of banking relationships, and management of relationships with professional service providers; Family office business services, namely, providing accounting services, administrative support services, bill payment and account reconciliation services, bookkeeping services, business management and business consulting services, financial records management services, and financial reporting services; Financial and investment performance reporting and analysis, namely, preparing financial reports, investment reports, budgets, and financial statements for family offices; Business consulting, strategic planning and providing business information services for family offices, namely, providing advisory services in the fields of lending and financing negotiation, donations and grant planning, impact investing, and philanthropy; Estate planning management, namely, assistance in the gathering, preparation, review and organization of financial records in conjunction with instructions by others providing estate planning representation, including accountants and attorneys