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

'class':22,44 'confer':15 'consult':3,38 'creat':61 'discuss':21,25 'educ':1,6,41,53 'endow':66 'famili':29,35,49 'foundat':68 'grant':65 'instruct':12 'manag':32,56,63 'member':51 'name':5,42 'natur':9 'offic':30,36,50 'opportun':54 'panel':20,24 'parti':28,48 'person':57 'philanthrop':67 'provid':11,13,43 'round':17 'round-tabl':16 'seminar':14 'servic':4,37,39 'structur':34 'tabl':18 'third':27,47 'third-parti':46 'trust':64 'well':59 'well-b':58

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

'access':17 'account':19 'comput':7 'famili':13 'featur':6 'inform':20 'manag':11 'member':22 'offic':14 'paa':5 'platform':1,9 'provid':16 'servic':4 'softwar':8

CHAI TRUST

Owners

Goods & Services