36 Financial and investment management services, namely, asset and investment acquisition consultation and advice, management and oversight of investments including stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial planning and investment advisory services; family office services, namely, design and administration of family offices, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, and financial philanthropic gift planning
Trademark: 87588995
