Tax preparation services; tax planning services; family office services, namely, financial record-keeping services, management of computerized databases featuring family financial documents, expense management, bill paying and bookkeeping for families

Financial services, namely, financial counseling and planning services and reporting; investment management services; financial planning and investment advisory services; estate planning; financial planning for retirement; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy families or individuals; insurance consultation; family office services, namely, providing centralized investment management, estate planning, and philanthropic planning; charitable foundation services, namely, providing financial assistance for programs and services of others; charitable fundraising services; accepting and administering monetary charitable contributions; charitable services, namely, providing grants to charitable organizations