WHERE MATTERS OF WEALTH, BUSINESS, AND FAMILY INTERSECT

Owners

Goods & Services

business brokerage services and related consulting, strategic corporate financial advisory services and investment banking related services, namely, strategic plan design services, vendor selection and evaluation services, financial reporting services and corporate compliance services, pertaining to business sales, mergers, acquisitions, joint ventures, special situations and turnarounds, recapitalization and negotiations; Financial services, namely, wealth management services; investment management and advisory services; financial asset management; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, financial philanthropic gift planning; financial risk management; philanthropy and charitable planning, namely, philanthropy consultation relating to taxation planning; financial planning for retirement; financial and insurance services, namely, estate and succession planning services; financial planning and investment advisory services, namely, trust planning, gift planning, financial governance and fiduciary management; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, accidental death and dismemberment; Insurance brokerage services for individual and group insurance; Strategic financial advisory services