36 Financial asset management and wealth management services; Financial planning and investment advisory services; Financial and investment services, namely, investment management and investment consulting services in the fields of stocks, bonds, options, commodities, futures and other securities; Family office services, namely, creating philanthropic structures, financial transactional support services, and financial planning and advisory services, Financial modeling for trust and estate trust planning and investment consulting; Financial asset management; Private equity fund and real estate funds investment management; Wealth financial planning; Management, reporting, and administration of capital investment and private equity funds; Investment advice provided by a family office; Preparation and analysis of financial reports; Consulting and management services for investment funds; Financial due diligence, advice, and consultation; Financial loan consultation; Regulatory and tax compliance services; Financial trust administration services; Administration of private client trusts services; Directorship services; Advisory board services; Special Purpose Vehicle (SPV) and Special Purpose Entity (SPE) investment fund administration and management; Financial advice relating to tax; Credit reporting services
Trademark: 98134116
