Estate planning; Estate planning consultation; Estate trust planning; Estate trust management; Financial trust planning; Financial trust administration; Financial planning; Financial consultation; Investment management; Investment consultation

Business management consultancy and advisory services

Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Estate trust management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, n...