Providing services in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning areas

Educational services, namely, providing courses of instruction, training, workshops, seminars, conferences, continuing education, and professional development programs in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning topics, and dissemination of educational materials, namely, books, flashcards, study guides, ha...

Educational services, namely, providing courses of instruction, training, workshops, seminars, conferences, continuing education, and professional development programs in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning topics, and dissemination of educational materials, namely, books, flashcards, study guides, ha...