R ADVISORS

Owner

Goods & Services

Business advisory services; business management consulting and advisory services; business organization consulting; business administration and management services; business strategic planning services; business management assistance; business consulting services in the fields of family governance, family office operations, professional-services coordination, organizational alignment, succession planning, and long-term enterprise stewardship; providing business advisory services to high-net-worth and ultra-high-net-worth individuals, families, family offices, trusts, foundations, and family-controlled enterprises; coordination of professional service providers for business purposes; business project management services; business consulting services relating to the development, management, and coordination of family offices; business consulting services relating to governance, organizational design, operational planning, leadership transition, family enterprise management, and strategic organizational coordination; Business advisory and consultancy services relating to the facilitation of interpersonal communication and relationships; business advisory services relating to the selection, coordination, oversight, and management of professional advisors and service providers, namely legal, tax, accounting, investment, philanthropic, insurance, real estate, governance, operational, and interpersonal communication and relationship professional advisors and service providers

Financial advisory services; investment advisory services; wealth management services; financial planning and investment advisory services; strategic financial advisory services; financial consulting services; financial management services; financial portfolio management; financial risk management consultation; capital investment consulting; investment consultation; investment management; financial planning services for high-net-worth and ultra-high-net-worth individuals and families; family office financial advisory services; financial advisory services relating to family wealth, investment strategy, capital allocation, liquidity planning, trust and estate planning, philanthropic planning, charitable giving, succession planning, and intergenerational wealth stewardship; providing financial information, analysis, and advisory services; financial advisory services relating to the selection, coordination, and oversight of investment managers, trustees, fiduciaries, custodians, financial institutions, and other financial service providers; fiduciary consultation services; trust and estate financial planning; financial services, namely, developing and managing charitable giving programs on behalf of wealthy individuals and families; philanthropic services concerning monetary donations; financial consulting services in the field of planned giving for non-profit and charitable organizations