COVENANT

Owners

Goods & Services

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

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

Computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; downloadable computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance, and education, community involvement, and philanthropy; downloadable software in the nature of a mobile application for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy