35 Administration, billing, and reconciliation of accounts on behalf of family offices; Business management, administration, and consultation services for family offices, namely, business managing and administering office functions, namely, financial records management, management of banking customers relationships, and management of customer relationships with professional service providers; Family office business services, namely, providing accounting services, administrative office support staff services, account reconciliation services on behalf of others, bookkeeping, business management and business consulting services, financial records management services, preparing financial reports for others for business purposes; Preparing financial reports, investment reports, budgets, and financial statements for family offices for business purposes; Business consulting, business strategic planning services, and providing business information services for family offices, namely, providing business advisory services in the field of writing grant proposals as part of grant planning and philanthropy consultation relating to taxation planning; Estate management, namely, assistance in the gathering, preparation, and organization of financial records in conjunction with instructions for handling such documents by those who provide estate planning representation, namely, accountants and attorneys, upon death or when otherwise necessary
Trademark: 98242455
