PATHSTONE

Owners

Goods & Services

Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel booking agency services; travel consultancy; travel advisory services, namely, coordinating travel arrangements for individuals and groups.

Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services

Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services relating to liquidity and cash flow planning; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and cash distribution planning for individuals, families, and institutional clients; financial planning services for liquidity events, namely, structuring cash flow, reserves, and distributions; financial liability management services, namely, financial risk management and debt management consultation; Financial portfolio management; Investment of funds for others; Strategic allocation of financial assets for investment purposes; Selection of financial investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable financial investment advisory services; Trust services, namely, investment and trust company services; financial and real estate trust management services; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services, namely, fiduciary representative services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management

Wellness consultancy in the field of lifestyle and nutrition for financial planning clients; providing health and wellness information, namely, information relating to the coordination of care and planning for long-term health needs.

Personal lifestyle consulting services in the field of family governance, namely, consulting regarding family communication, family decision-making, and governance protocols for multigenerational families; personal planning services, namely personal security consultation for the physical protection of individuals and tangible personal property; organizing meetings of families for personal purposes, namely, to discuss family communication, family decision-making, and family governance protocols; organizing family retreats for personal purposes, namely, to facilitate family communication, family decision-making, and family governance and legacy planning; Personal concierge services comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs; Personal services, namely, consultation in the field of divorce.

Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services, namely, conducting classes, seminars, workshops, and webinars in the field of family governance and wealth succession; educational services, namely, conducting classes, seminars, workshops, and webinars in the field of philanthropic and charitable causes.