FIFTH AVENUE FAMILY OFFICE

Owners

Goods & Services

Financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; business acquisition and merger consultation; developing and managing the charitable giving programs of others on behalf of wealthy individuals and families; administration, billing and reconciliation of accounts on behalf of others

Financial services, namely, wealth management services; financial planning advisory services and investment advisory services; fiduciary services, namely, fiduciary representative services; financial trust planning and administration; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial services, namely, wealth management services for high net worth individuals and families; information, advisory, consultancy and research services relating to finance and investments; financial asset management; financial advice; financial analysis; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial consulting; financial management; financial planning; financial portfolio management; investment advisory services; investment management; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities and other securities, and the investment of funds of others