THE NEW YORK FAMILY OFFICE

Owners

Goods & Services

Bookkeeping, accounting services, financial records management; Tax and taxation planning, advice, information and consultancy services; Tax return preparation; Business operation, business administration and office functions; Business succession planning; Business acquisition and merger consultation; Developing and managing charitable giving programs on behalf of wealthy individuals or families; Small business services, namely, invoicing service and payroll processing; Administration, billing and reconciliation of accounts on behalf of others

Wealth management, financial planning and estate planning; Financial planning services, namely, legacy estate planning; Financial analysis and consultation; Financial services, namely, investment advice, investment management, asset management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and credit risk management consultation; Information, advisory, consultancy and research services relating to finance and investments; Financial consulting and advising in the field of mergers and acquisitions; Financial planning services, namely, legacy estate planning; Insurance information and consultancy services; Fiduciary services, namely, trust administration and fiduciary tax payment processing and accounting services; Bill payment services; Annuity services namely, account and investment administration