| Goods and Services | Providing financial advice to address the complex international, multi-jurisdictional and financial challenges facing multigenerational families including comprehensive stewardship of all their financial affairs. Investment management, including: private and public markets investment management; direct investments; financial administration; tax accounting; trust and entity support services; Tangible financial asset management advisory services relating to aircrafts and yachts, art, and homes; Insurance risk management in the fields of property and casualty protection; life insurance; personal injury, and home and cyber security; Providing financial investment management and consulting services and information to investors for use in the trading and analysis of investments, finances and financial planning, via a global computer network; providing news in the field of finance and investments for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; providing financial and investment information in the nature of research data to investors for use in the trading and analysis of investments, finances and financial planning, via a global computer network; providing financial and investment information in the nature of databases in the field of finance and investment for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Providing information services in the field of investment accounts; financial administration of retirement plans; Trust services, namely, trust company custody services; Cash management account services.; Fixed income investment services, namely, providing financial information in the field of fixed income investment products; Electronic fund transfer services; Banking services in the nature of separately managed account and structured financial product services, namely, structured CDs, principal protected notes, buffered notes, return enhanced notes, reverse convertibles, and hedging and monetization strategies for concentrated equity positions; providing financial information relating to third party bank structured investment products, namely, principal protected notes, buffered and leveraged notes, structured certificates of deposit and rate notes; Providing information and financial analysis in the fields of finance, investment, financial planning, and investment strategy; Providing news, information, research, and analysis in the fields of investing, finance, financial planning, and current financial events, namely, macro and macroeconomic trends, mergers and acquisitions and bank failures; Providing financial information via an on-line computer database in the fields of investing, finance, financial planning, and current financial events, namely, macro and macroeconomic trends, mergers and acquisitions and bank failures; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy by online means; Providing financial information via on-line computer databases featuring personal financial information about financial portfolio accounts; Providing customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial loan consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, financial trust planning, estate trust management, all by means of a global computer network, by wireless mobile devices and by telephone |
