Family office management services; financial investment consultation for family offices; management services, namely, investment management and chief information officer services, strategic wealth planning, business and investment advisory, family governance and education, philanthropy advisory, and lifestyle and administrative support for family offices.

'administr':37 'advisori':27,33 'busi':24 'chief':17 'consult':7 'educ':31 'famili':1,9,28,40 'financi':5 'govern':29 'inform':18 'invest':6,14,26 'lifestyl':35 'manag':3,11,15 'name':13 'offic':2,10,19,41 'philanthropi':32 'plan':23 'servic':4,12,20 'strateg':21 'support':38 'wealth':22

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