36 Estate planning; estate trust management; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial portfolio management; Financial risk management; Financial trust planning; Financial trust administration; Financial advice; Financial analysis; Financial planning; Investment advisory services; Investment consultancy; Investment management; Monetary strategy consultation and research; Financial services, namely, wealth management services; impact and socially responsible investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; environmental, social and governance investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; trustee services; Real estate investment services; real estate funds investment services; real estate trustee services; real estate financing services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others