SOCIETAL FAMILY OFFICE

Owners

Goods & Services

IT consulting and integration services relating to installation, maintenance and repair of computer software for family offices; Software as a service (SAAS) featuring software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting; providing a website featuring support services for family offices, namely, an interactive website featuring technology that enables users to access accounting reports, family office administration scheduling, and financial reports

Family office business services, namely, providing business management and business consulting services for family offices; Family office business administration services; Providing office space services in the nature of organizational services for business purposes, namely, organizing office spaces for family office owners, employees and staff

Family office services, namely, financial advisory and consultancy services in the field of financial planning for families; financial management; estate planning; monitoring financial markets for investment purposes; investment advisory services; financial consulting services in the field of planned giving for non-profit and charitable organizations; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services; cash management; bill payment services