L4

Owners

Goods & Services

Financial services, namely, financial counseling and planning services and reporting; investment management services; financial planning and investment advisory services; estate planning; financial planning for retirement; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy families or individuals; insurance consultation; family office services, namely, providing centralized investment management, estate planning, and philanthropic services concerning monetary donations; charitable foundation services, namely, providing financial assistance for programs and services of others; charitable fundraising services; accepting and administering monetary charitable contributions; charitable services, namely, providing grants to charitable organizations

Tax preparation services; tax planning services; family office services, namely, financial record-keeping services for cost accounting purposes, management of computerized databases featuring family financial documents, expense management in the nature of tracking expenses of others for cost accounting purposes, and bookkeeping including bill paying for families