Family office services, namely, financial and investment management; Financial services, namely, wealth management services; financial planning services; financial investment services in the fields of stocks, mutual funds, real estate and commodities; financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others; real estate acquisitions and dispositions; real estate management services; financial trust and estate planning; i...

Family office services, namely, financial and investment management; Financial services, namely, wealth management services; financial planning services; financial investment services in the fields of stocks, mutual funds, real estate and commodities; financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others; real estate acquisitions and dispositions; real estate management services; financial trust and estate planning; i...