LIFESTYLE. LEGACY. PHILANTHROPY.

Owners

Goods & Services

Tax return preparation; tax planning advice, information and consultancy services

Wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, and financial asset management; financial consultancy services concerning family governance, family education, community service, and philanthropy service; risk management consultation; financial advisory and consultancy services; insurance consultancy services

Downloadable electronic documents in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; [ computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; downloadable computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; ] downloadable software in the nature of a mobile application for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy

Printed informational materials in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy