acquisition and merger consultations; business acquisition and merger consultations; business growth consultations; assistance, advisory and consultancy services related to business planning, business analysis, business management, business organization, business growth, marketing and customer analysis; business services, namely, matching potential private investors with entrepreneurs needing funding; business consulting services in the field of family office structuring, family governance, and intergenerational wealth planning; business development and consulting services in the field of residential and commercial real estate project planning, entitlement, and execution; business consulting services in the field of strategic partnerships, joint ventures, and capital structuring for real estate and operating companies; business consulting and advisory services in the field of brand licensing, intellectual property commercialization, and portfolio business strategy

investment management consulting and advice; financial services, namely, venture capital and private equity funding; venture capital and private equity funding services; financial and investment services, namely, asset and investment acquisition, consultation, advisory services, management services, and brokerage; financial services, namely, arranging loans for business investment and managing financial business investments; financial investment services for residential and commercial properties; financial research services for assets and investments, financial guarantees, asset and investment syndication and loan servicing; real estate investing; real estate syndication; real estate investment syndication services for residential community development; financial investment services and syndication, namely, accepting and administering investments for residential community development; investment management; real estate asset management services; capital investment services; providing venture and development capital, and private equity and investment funding; financing services for development projects in residential and commercial industries; real estate mortgage lending services, namely, loans for new purchase, rate and term refinance, construction, and bridge loans; financial advisory services for tax-deferred and tax-exempt investment vehicles, including opportunity zone funds, captive insurance companies, and private placement life insurance; financial consulting and advisory services for dynasty trusts, irrevocable life insurance trusts, and private trust structures; forming and managing alternative investment funds, pooled investment vehicles, and private placement offerings; financial lending services and advice for intra-family lending, family bank structuring, and performance-based financing within private trusts; investment advisory and financial structuring services involving offshore entities, cross-border trusts, and international real estate portfolios