Philanthropy consultation relating to taxation planning; Tax and taxation planning, advice, information and consultancy services

Estate planning; Estate trust planning; Financial advice, namely, budget planning; Financial asset management; Financial planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial trust planning; Insurance consultation; Investment services, namely, asset acquisition, consultation, development and management services; Providing information in the field of estate planning; Providing information in the field of wealth management