Business management consultation and services, namely, managing and administering payroll and accounting, record keeping, bill pay and cash management; management services in the nature of vendor management, organization and processing of paperwork, coordination of charitable gifts for others; financial records management; charitable services, namely, the coordination and distribution of gifts and consulting relating thereto

Financial management services in the nature of providing outsourced management, administration, and advisory services for family offices; financial services, namely, management of estates, trusts, foundations, and individual's funds and taxes; financial planning and investment coordination and tracking services

Personal concierge services for others comprising making personal arrangements and reservations, household payroll management, bill pay and cash management, financial record keeping, personal shopping, running errands, mail, paperwork, and tax document organization, aging services and health care coordination, vendor management, home downsizing and moving coordination, charitable gift coordination, and providing customer specific information to meet individual needs