Clariata, LLC

Description: Providing information in the field of financial planning for modeling services and coordination with financial planning providers in the nature of strategic financial advisory services; Business assistance, advisory and consulting services in the field of family office services related to family planning; Business consulting, management, and planning services in the field of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform; Software as a service (SAAS) services featuring software for family office services, namely, software for financial modeling and coordination of services with financial planning providers in the field of strategic financial advisory services

Description: Family office services, namely, strategic financial advisory services being financial modeling services and coordination with financial planning providers; Family office services, namely, financial planning consultation being coordination with financial planning providers; Family office services, namely, business advisory and consultancy services related to family legacy strategic business planning; Family office services, namely, business facilitation and administration of family offices and strategic business planning in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans; "WEALTH"; Software as a service (SAAS) services featuring software for family office services, namely, software for financial modeling and coordination of services with financial planning providers in the field of strategic financial advisory services and business planning in the nature of creating, implementing, and executing family legacy strategic business plans

Description: Software as a service (SAAS) services featuring software for family office services, namely, software for financial modeling and coordination of services with financial planning providers in the field of strategic financial advisory services

Description: Family office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform | Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services