Financial services, namely, wealth management services

'financi':1 'manag':5 'name':3 'servic':2,6 'wealth':4

Association services, namely, promoting the interests of family office trust organizations, high net worth individuals, and wealth management advisory service providers by arranging meetings, distributing member directories, organizing chapters, and distributing media and publications that encourage idea exchange between members to create a curated community of organizations; Business networking; Providing business and commercial information in the fields of family office trusts and the wealth management advisory industry

'advisori':19,66 'arrang':23 'associ':1 'busi':48,51 'chapter':29 'commerci':53 'communiti':45 'creat':42 'curat':44 'directori':27 'distribut':25,31 'encourag':36 'exchang':38 'famili':8,59 'field':57 'high':12 'idea':37 'individu':15 'industri':67 'inform':54 'interest':6 'manag':18,65 'media':32 'meet':24 'member':26,40 'name':3 'net':13 'network':49 'offic':9,60 'organ':11,28,47 'promot':4 'provid':21,50 'public':34 'servic':2,20 'trust':10,61 'wealth':17,64 'worth':14

EXFO

Owners

Goods & Services