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Owners

Goods & Services

Financial services, namely, wealth planning services, wealth management services, investment advisory services, fund investment services, and retirement planning services; Insurance services, namely, consulting, underwriting, issuance, and administration of life insurance, annuity investment and insurance plans, long term care insurance, disability insurance, and health insurance; Investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; Family office services, namely, financial planning and financial advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, and financial philanthropic gift planning