36 Financial services, namely wealth and financial management services, namely financial analysis and consultation; financial information processing; financial planning consultation; day-to-day money management services, namely bill payment services and cash flow analysis; wealth management, namely long-range wealth and estate planning; reviewing, implementing, and monitoring of family tax and estate plans; advice regarding philanthropic and foundation planning and management, namely philanthropic services concerning monetary donations; investment advisory services, namely short- and long-term investment portfolio planning, risk tolerance, cash flow requirements and long-term return financial objectives consultation; asset allocation planning and implementation; active administration and monitoring of investment portfolios, namely in-house management of income investments and U;S; equities, as well as open architecture programs for micro-, small- and mid-cap stocks, large-cap stocks, hedge funds, international, private equity and exchange-traded funds; reporting of aggregated investment information electronically; support for family-owned businesses, namely financial management in the form of financial goal setting, strategic philanthropy, and consolidated family reporting
Trademark: 78784986
