Coordinating travel arrangements for individuals and for groups

Concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs rendered together in a financial services business for clients also enrolled in a financial services plan; personal gift selection for others

Document imaging storage, namely, document data transfer from one computer format to another

Master of ceremony services for parties and special events; education services, namely, mentoring in the field of leadership, governance, financial planning; providing seminars and retreats in the field of leadership and governance

Business succession planning, tax compliance, namely, tax advisory services, income tax planning and accelerating income tax benefits, namely, tax and taxation planning, advice, information and consultancy services; protection strategies, namely, tax advisory services; partnership accounting services; business continuity planning; external manager evaluation, namely, managing the ordering and hiring of additional staff for others

Estate planning; total return investment management, namely, management of a capital investment fund; strategic and tactical asset allocation, namely, investment services, namely, asset acquisition, consultation, development and management services; strategic asset location, namely, financial asset management; concentrated wealth analysis and strategies, namely, financial portfolio analysis services; private equity opportunities and equity risk management, namely, financial services, namely, ...