OAKRIDGE

Owners

Goods & Services

Family office services in the nature of tax planning; Family office services in the nature of accounting services; Accounting services; Accounting advisory services; Vendor management services for family offices and high net-worth individuals

Investment fund management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Family office investment management services; Family office services in the nature of investment management; Financial planning and investment advisory services; Providing information in the field of financial planning for high net-worth individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate trust management; Estate trust planning; Financial services, namely, estate settlement services; Wealth transfer planning; Philanthropic services concerning monetary donations; Financial advice relating to tax; Family office investment advisory services; Family office services in the nature of financial wealth management services; Family office services in the nature of investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial planning; Financial advisory and consultancy services, namely, creating personalized strategies for investment and wealth management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development