SS

Owner

Goods & Services

Office services for high wealth families; consulting in the field of family entity governance; providing case management services, namely, coordinating legal, medical, physical, social, personal and psychological services to the elderly

Financial, securities investment, investment management and advisory, securities portfolio management, capital investment, wealth management, trust, trustee and fiduciary services; full service family wealth management and planning; trust advisory services; investment asset allocation; portfolio construction and implementation using marketable securities (domestic and international), fixed income, options, private equity, capital investment, minerals, real estate, hedge funds, and alternative assets; outside investment manager selection, monitoring and reporting; multi-generational strategic wealth and business-succession planning and tactical implementation of plans of outside advisors; financial risk management services; financial record-keeping for insurance risk management and regulatory compliance

Management of the personal residences of others; business assistance and consultancy to high wealth families in the fields of cash flow management, budgeting, bookkeeping, preparation and filing of claims, bill paying and organizing and processing paperwork; managing the residential staff of others; personnel management; personal asset management services, namely, acquisition and disposition of high value personal use assets of others