Financial services, namely, wealth planning services, wealth management services, investment advisory services, fund investment services, and retirement planning services; Insurance services, namely, consulting, underwriting, issuance, and administration of life insurance, annuity investment and insurance plans, long term care insurance, disability insurance, and health insurance; Investment consulting services, namely, advising family offices, high net worth individuals and other individuals...

Financial services for high-net-worth individuals and families, namely, investment advisory, wealth management, family office, financial administration and financial consulting services