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| Goods and Services | Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; Financial services, namely, wealth management and estate settlement services; estate planning; financial planning, investment, and advisory services tailored to wealthy families; financial advisory and consultancy services in the field of financial planning for families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; philanthropy consultation related to taxation planning |
| Goods and Services | Family succession planning; business transition planning; tax planning; Family office business services, namely, providing business management and business consulting services for family offices; Family office business administration services; tax and taxation planning, advice, information, and consultancy services |
| Goods and Services | Providing temporary use of non-downloadable software for family office management, namely, software to allow communication between users, software to manage real property maintenance, housekeeping, and repairs; Platform as a service (PAAS) featuring computer software platforms to facilitate communication and the sharing of data between users; Platform as a service (PAAS) featuring computer software platforms for the collection, editing, organizing, modifying, transmission, storage and sharing of data; Software as a service (SAAS) services featuring software for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; Software as a service (SAAS) services featuring software for comprehensive database management, document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, all with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; Software as a service (SAAS) services featuring software comprising for comprehensive database management for database management and for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, all with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring online non-downloadable computer software for appointment scheduling; Software as a service (SAAS) services featuring software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Software as a service (SAAS) services featuring software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information; Providing Software-as-a-Service (SaaS) services featuring software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Software as a service (SAAS) services featuring software for business management, operations and data analysis; Providing temporary use of a non-downloadable web application for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Platform as a service (PAAS) featuring computer software platforms for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing a website featuring non- downloadable software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing temporary use of non- downloadable computer software which enables Internet users to post, upload, view and share data, information and multimedia content; provision of online non-downloadable computer software for enabling communication between users on community sites on the Internet; providing non- downloadable computer software for real-time transmission of data, messages, location information, pictures, link information and texts; provision of online non-downloadable computer software programs in data networks for accessing on-line databases; providing temporary use of non-downloadable computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; software as a service (SaaS) featuring software for use in tracking habits and goals; providing on-line temporary use of non-downloadable software for use in tracking habits and goals; provision of computer programs in data networks, namely, providing online non-downloadable software for use in tracking habits and goals; providing online non-downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; providing online non-downloadable computer chatbot software for simulating conversations; providing online non-downloadable computer programs and non-downloadable computer software for creating and generating text |
