ZELL GROUP COMPANY

Owners

Goods & Services

Education and consulting services, namely, educating in the nature of providing instruction, providing seminars, conferences, round-tables being panel discussions, classes, and panel discussions with third party family offices on managing and structuring family office services; Consulting services about education, namely, providing classes to third-party family office members about educational opportunities on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations

Real estate and corporate investment services, namely, providing sources of financing and arranging financing for real estate and corporate acquisition, and disposition services; Financial services in the nature of management in connection with investment opportunities, both public and private, namely, complex acquisitions, restructurings and dispositions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial planning and investment advisory services, and wealth management services; Financial services, namely, administration of estates, trusts, foundations, and individual's funds; Tax strategy services, namely, financial investment consultation; Real estate services, namely namely rental property management services; payroll tax debiting services; Cash management services; Charitable and philanthropic foundation services, namely, providing financial assistance for programs and services of others; Financial consultation services in the nature of providing strategic guidance and planning in connection with investment opportunities, both public and private, in the nature of complex acquisitions, restructuring and disposition; Financial counseling, namely, consulting with third-party family office members on creating and managing financial trusts, grants, endowments, philanthropic foundations

Platform as a service (PAAS) featuring computer software platforms for managing a family office and providing access to account information by members

Tax strategy being tax planning services; accounting services and payroll processing services; Managing agent services, namely, corporate management assistance services for reporting and maintaining corporate records, corporate documents, and corporate filings; Business counseling, namely, consulting with third-party family office members on business management of trusts, grants, endowments, philanthropic foundations