THEORY79

Owners

Goods & Services

Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Family office services in the nature of financial wealth management services; Providing information in the field of wealth management for families and individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Estate planning; Estate trust planning; Providing information in the field of estate planning; Providing information in the field of estate planning for families and individuals; Financial risk management; Financial risk management consultation; Financial analysis; Providing financial information via a website; Financial analysis and consultation; Financial trust administration; Financial advice, namely, budget planning; Financial trust planning