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Owners

Goods & Services

BUSINESS CONSULTATION SERVICES IN THE FIELD OF REGULATION AND COMPANY POLICY COMPLIANCE OVERSIGHT TO INDEPENDENT ADVISORS, FINANCIAL PROFESSIONALS AND INSURANCE PROFESSIONALS; PROVIDING CONTINUITY AND BUSINESS SUCCESSION PLANNING SERVICES FOR FINANCIAL PROFESSIONALS; PROMOTING THE INTERESTS OF FINANCIAL PROFESSIONALS WITH REGULATORS BY MEANS OF PUBLIC ADVOCACY; ADMINISTRATION OF A DISCOUNT PROGRAM ENABLING PARTICIPANTS TO OBTAIN DISCOUNTS ON THE COST OF PRODUCTS AND SERVICES AND RECEIVE IMPROVED SERVICES FOR FINANCIAL AND INSURANCE PROFESSIONALS FOR THE OPERATION OF THEIR BUSINESSES; FACILITATING A NETWORK OF FINANCIAL PROFESSIONALS FOR BUSINESS NETWORKING AND SHARING OF EXPERTISE; TAX PLANNING SERVICES FOR FAMILIES AND FAMILY OFFICES

INVESTMENT MANAGEMENT AND ADVISORY SERVICES; FINANCIAL AND ESTATE PLANNING CONSULTATION SERVICES; FINANCIAL PLANNING, NAMELY, CREATING PERSONALIZED STRATEGIES FOR FAMILIES OR FAMILY OFFICES, ESTATE PLANNING SERVICES FOR FAMILIES OR FAMILY OFFICES; FINANCIAL SERVICES, NAMELY WEALTH MANAGEMENT SERVICES; PROVIDING INFORMATION IN THE FIELD OF FINANCE, FINANCIAL INVESTMENTS, FINANCIAL VALUATIONS, AND THE FINANCIAL ASPECTS OF RETIREMENT; FINANCIAL PLANNING FOR RETIREMENT; FINANCIAL RETIREMENT PLAN CONSULTING SERVICES; INSURANCE AGENCY AND BROKERAGE SERVICES; INSURANCE SERVICES, NAMELY, WRITING PROPERTY AND CASUALTY INSURANCE; INSURANCE CONSULTANCY SERVICES, NAMELY, PROVIDING ADVICE IN THE FIELD OF PROPERTY AND CASUALTY INSURANCE; PROVIDING DETAILED INFORMATION REGARDING AVAILABLE INSURANCE PRODUCTS FOR COMMERCIAL PROPERTY AND CASUALTY, PROFESSIONAL AND PERSONAL LINES; FINANCIAL CONSULTING AND ADVISING IN THE FIELD OF MERGERS AND ACQUISITIONS