36 Financial services, namely, mutual fund investment, investment research, venture capital funding services to emerging and start-up companies, real estate investment, private equity fund investment, and commodities brokerage; investment services for high net worth individuals and families, namely, advice relating to investments, and asset acquisition, consultation, development and management services; investment services for high net worth individuals and families, namely, analysis of investment portfolios; capital investment services for high net worth individuals and families; financial services for high net worth individuals and families, namely, wealth management, asset and investment acquisition, consultation, and advice, consultancy and research relating to investments, trusts, investment risks, and estate planning, and coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; provision of information and research in the field of finance, financial investments, trusts, estate planning, charitable giving programs, and financial risk management for high net worth individuals and families; financial risk management for high net worth individuals and families; financial portfolio management for high net worth individuals and families; management of portfolios comprising securities for high net worth individuals and families; financial investment analysis and stock research for high net worth individuals and families; estate services for high net worth individuals and families, namely, estate planning, review and monitoring of estate plans, administration of estate plans, and development of wealth transfer objectives
Trademark: 85356672
