Accounting and investment services, namely, wealth management in the form of providing investment advice, estate tax planning and preparation, personal financial planning, investment management

'account':1 'advic':14 'estat':15 'financi':21 'form':10 'invest':3,13,23 'manag':7,24 'name':5 'person':20 'plan':17,22 'prepar':19 'provid':12 'servic':4 'tax':16 'wealth':6

Accounting services, namely, income tax planning and preparation; family office outsourcing services in the field of accounting and investment services for high net worth families; personal outsourcing services in the field of accounting and investment services for high net worth individuals

'account':1,17,33 'famili':9,25 'field':15,31 'high':22,38 'incom':4 'individu':41 'invest':19,35 'name':3 'net':23,39 'offic':10 'outsourc':11,27 'person':26 'plan':6 'prepar':8 'servic':2,12,20,28,36 'tax':5 'worth':24,40

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