Wealth management, gift planning, retirement planning, investment management, financial asset management excluding hedge funds, and financial consultation pertaining to the family governance of businesses; philanthropy services, namely, philanthropy consultation relating to charitable giving; risk management consultation; and financial advisory and consulting services excluding hedge funds

'advisori':39 'asset':10 'busi':24 'charit':32 'consult':17,29,36,41 'exclud':12,43 'famili':21 'financi':9,16,38 'fund':14,45 'gift':3 'give':33 'govern':22 'hedg':13,44 'invest':7 'manag':2,8,11,35 'name':27 'pertain':18 'philanthropi':25,28 'plan':4,6 'relat':30 'retir':5 'risk':34 'servic':26,42 'wealth':1

Tax return preparation; tax planning, advice, information and consultancy services; business consultation in the field of family governance of businesses

'advic':6 'busi':11,20 'consult':9,12 'famili':17 'field':15 'govern':18 'inform':7 'plan':5 'prepar':3 'return':2 'servic':10 'tax':1,4

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