Financial advisory and consultancy services, namely, helping others build a better working relationship with their money; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Providing information in the field of wealth management

Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships; Providing case management services, namely, coordinating legal, physical, social and psychological services for high net worth families; Providing non-medical in-home personal care services for assisting with daily living activities of high net worth families