Wealth management services covering a wide variety of asset classes in both public and private markets including equities, fixed income, hedge funds, direct private equity and real estate as well as private equity and real estate funds; advising on trusts, estates, retirement assets, charitable organizations, investment partnerships and corporations; managing client accounts on both a discretionary and non-discretionary basis, including, but not limited to, mutual funds, exchange traded funds, exchange traded notes, closed end funds, index funds, and alternative investment funds; financial planning; and, business management services