CHAI TRUST

Owner

Goods & Services

Real estate and corporate investment services, namely, providing sources of financing and arranging financing for real estate and corporate acquisition, and disposition services; Financial services in the nature of management in connection with investment opportunities, both public and private, namely, complex acquisitions, restructurings and dispositions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial planning and investment advisory services, and financial wealth management services; Financial services, namely, administration of estates, trusts, foundations, and individual's funds; Tax strategy services, namely, financial investment consultation; Real estate services, namely, rental property management services; Payroll tax debiting services; Cash management services; Philanthropic foundation services, namely, providing financial assistance for programs and services of others; Financial consultation services in the nature of providing strategic guidance and planning in connection with investment opportunities, both public and private, in the nature of complex acquisitions, restructuring and disposition; Financial counseling, namely, consulting third-party family office members on creating and managing financial trusts, grants, endowments, philanthropic foundations; all of the foregoing services related to members to a family office and to third-party family offices

Education and consulting services, namely, educating in the nature of providing instruction, providing seminars, conferences, round-tables being panel discussions, classes, and panel discussions with third party family offices on managing and structuring family office services; Consulting services about education, namely, providing classes to third-party family office members about educational opportunities on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations

Business management services; Tax strategy being tax planning services; Accounting services and payroll processing services; Managing agent services, namely, corporate management assistance services for reporting and maintaining corporate records, corporate documents, and corporate filings; Business counseling, namely, counseling third-party family office members on business management of trusts, grants, endowments, and philanthropic foundations; all of the foregoing services related to members to a family office and to third-party family offices

Platform as a service (PAAS) featuring computer software platforms for managing a family office and providing access to account information by members