OPEN FAMILY OFFICE

Owners

Goods & Services

Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial advisory and consultancy services; Insurance and financial information and consultancy services; Financial planning; Financial trust planning; Financial management; Financial risk management; Financial portfolio management; Investment advisory services; Family office services in the nature of investment advisory services; Investment management; Financial analysis; Financial wealth management services; Family office services in the nature of financial wealth management services; Family office services in the nature of investment management; Estate planning; Insurance brokerage; Insurance consultation; Mortgage brokerage services; Mortgage lending; Fiduciary services, namely, fiduciary representative services

Tax and taxation planning, advice, information and consultancy services; Family office services in the nature of tax planning; Business consultation; Business administration consultancy; Business administration services; Business succession planning; Business strategic planning services; Business planning; Accounting services; Accounting advisory services; Family office services in the nature of accounting services; Financial records management