Business advice and information relating to finance; serving as a human resources department for others; accounting services; providing facilities for business meetings; tax oversight of a collection of closely-held businesses, namely, tax advisory services

'account':16 'advic':2 'advisori':35 'busi':1,21,32 'close':30 'closely-held':29 'collect':27 'depart':13 'facil':19 'financ':7 'held':31 'human':11 'inform':4 'meet':22 'name':33 'other':15 'oversight':24 'provid':18 'relat':5 'resourc':12 'serv':8 'servic':17,36 'tax':23,34

Commercial lending services; financial risk assessment and financial management of real estate transactions; management of securities portfolio; financing services; tax oversight of a collection of closely-held businesses, namely, financial advice relating to tax

'advic':32 'assess':6 'busi':29 'close':27 'closely-held':26 'collect':24 'commerci':1 'estat':12 'financ':18 'financi':4,8,31 'held':28 'lend':2 'manag':9,14 'name':30 'oversight':21 'portfolio':17 'real':11 'relat':33 'risk':5 'secur':16 'servic':3,19 'tax':20,35 'transact':13

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