STEWARDSHIP ADVISORY AND GUIDANCE EXPERT

Owner

Goods & Services

Providing temporary use of non-downloadable software featuring artificial intelligence for assessing, analyzing, and improving stewardship practices, family governance, wealth stewardship, family communication, leadership development, philanthropy, mentoring, decision-making, and multi-generational family enterprise planning; providing artificial intelligence-generated insights, recommendations, reporting, and decision-support tools to assist individuals, families, advisors, and family enterprises in stewardship planning and governance.

Downloadable software featuring artificial intelligence for assessing, analyzing, and improving stewardship practices, family governance, wealth stewardship, family communication, leadership development, philanthropy, mentoring, decision-making, and multi-generational family enterprise planning; downloadable software providing personalized insights, recommendations, reports, and educational resources in the field of stewardship.

Educational services, namely, providing online educational content, digital learning experiences, workshops, coaching, mentoring, and training in the fields of stewardship, family governance, wealth stewardship, family communication, leadership development, philanthropy, family enterprise, and advisor education, including educational services delivered through artificial intelligence-enabled software platforms.